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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 | $101,583 | $127,387-20.3% | $115,038-11.7% | $125,389-19.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.67% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $9,474 | $5,166+83.4% | $4,608+105.6% | $4,866+94.7% |
| Participant deferral / active EE | $11,854 | $6,423+84.6% | $6,026+96.7% | $5,352+121.5% |
| Admin fee / account holder | $1,928 | $9,516-79.7% | $8,175-76.4% | $9,541-79.8% |