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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 | $126,019 | $113,941+10.6% | $94,229+33.7% | $125,389+0.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.00% | 5.29%-6.3pp | 10.68%-11.7pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,418 | $4,727-48.9% | $3,587-32.6% | $4,866-50.3% |
| Participant deferral / active EE | $4,656 | $5,179-10.1% | $4,320+7.8% | $5,352-13.0% |
| Admin fee / account holder | $1,174 | $8,392-86.0% | $6,269-81.3% | $9,541-87.7% |