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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 | $129,221 | $152,651-15.3% | $105,218+22.8% | $125,389+3.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -0.73% | 8.24%-9.0pp | 5.33%-6.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,205 | $4,802-54.1% | $3,255-32.3% | $4,866-54.7% |
| Participant deferral / active EE | $4,833 | $6,660-27.4% | $4,867-0.7% | $5,352-9.7% |
| Admin fee / account holder | $16,284 | $14,248+14.3% | $6,992+132.9% | $9,541+70.7% |