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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 | $121,532 | $97,881+24.2% | $80,004+51.9% | $125,389-3.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -2.10% | 9.36%-11.5pp | 7.63%-9.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $3,483 | $3,128+11.4% | $2,473+40.9% | $4,866-28.4% |
| Participant deferral / active EE | $3,527 | $3,744-5.8% | $3,204+10.1% | $5,352-34.1% |
| Admin fee / account holder | $6,486 | $6,278+3.3% | $5,033+28.9% | $9,541-32.0% |