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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 | $132,884 | $127,100+4.6% | $105,738+25.7% | $135,382-1.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -1.05% | 4.49%-5.5pp | 6.27%-7.3pp | 519.77%-520.8pp |
| Employer contribution / active EE | $8,012 | $4,107+95.1% | $3,268+145.1% | $4,779+67.7% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,270 | $9,087-64.0% | $6,913-52.7% | $10,829-69.8% |