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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 | $112,095 | $158,852-29.4% | $121,220-7.5% | $135,380-17.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -1.35% | -0.64%-0.7pp | 16.94%-18.3pp | 519.81%-521.2pp |
| Employer contribution / active EE | $5,903 | $5,666+4.2% | $4,023+46.7% | $4,779+23.5% |
| Participant deferral / active EE | $10,450 | $4,006+160.9% | $3,345+212.4% | $5,609+86.3% |
| Admin fee / account holder | $12,440 | $6,515+91.0% | $5,021+147.8% | $10,828+14.9% |