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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 | $153,579 | $149,333+2.8% | $106,387+44.4% | $135,380+13.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -5.84% | 0.52%-6.4pp | 0.25%-6.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $6,268 | $4,984+25.8% | $3,520+78.1% | $4,779+31.2% |
| Participant deferral / active EE | $4,340 | $7,230-40.0% | $5,421-20.0% | $5,609-22.6% |
| Admin fee / account holder | $2,661 | $15,952-83.3% | $7,510-64.6% | $10,828-75.4% |