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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 | $130,938 | $127,096+3.0% | $105,736+23.8% | $135,380-3.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -2.11% | 4.49%-6.6pp | 6.27%-8.4pp | 519.81%-521.9pp |
| Employer contribution / active EE | $2,200 | $4,107-46.4% | $3,268-32.7% | $4,779-54.0% |
| Participant deferral / active EE | $4,559 | $5,064-10.0% | $4,080+11.8% | $5,609-18.7% |
| Admin fee / account holder | $9,391 | $9,087+3.3% | $6,913+35.9% | $10,828-13.3% |