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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 | $113,667 | $106,115+7.1% | $85,969+32.2% | $125,389-9.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -0.03% | 13.93%-14.0pp | 9.32%-9.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $6,962 | $4,537+53.4% | $3,474+100.4% | $4,866+43.1% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,277 | $8,144-47.5% | $6,053-29.3% | $9,541-55.2% |