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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 | $119,117 | $86,701+37.4% | $73,309+62.5% | $125,389-5.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.09% | 2.78%-2.9pp | 5.67%-5.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $6,727 | $4,152+62.0% | $3,237+107.8% | $4,866+38.2% |
| Participant deferral / active EE | $2,191 | $5,549-60.5% | $4,991-56.1% | $5,352-59.1% |
| Admin fee / account holder | $753 | $7,768-90.3% | $5,635-86.6% | $9,541-92.1% |