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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 | $133,494 | $77,976+71.2% | $81,367+64.1% | $125,388+6.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -0.74% | -2.85%+2.1pp | -0.92%+0.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $5,712 | $4,366+30.8% | $3,930+45.4% | $4,866+17.4% |
| Participant deferral / active EE | $3,716 | $5,646-34.2% | $5,383-31.0% | $5,352-30.6% |
| Admin fee / account holder | $11,052 | $12,476-11.4% | $8,926+23.8% | $9,541+15.8% |