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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,755 | $113,941+4.2% | $94,229+26.0% | $125,389-5.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.73% | 5.29%-8.0pp | 10.68%-13.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $11,782 | $4,727+149.2% | $3,587+228.5% | $4,866+142.1% |
| Participant deferral / active EE | $5,489 | $5,179+6.0% | $4,320+27.1% | $5,352+2.6% |
| Admin fee / account holder | $1,505 | $8,392-82.1% | $6,269-76.0% | $9,541-84.2% |