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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 | $110,732 | $106,115+4.4% | $85,969+28.8% | $125,389-11.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -0.75% | 13.93%-14.7pp | 9.32%-10.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $4,545 | $4,537+0.2% | $3,474+30.8% | $4,866-6.6% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $24,832 | $8,144+204.9% | $6,053+310.2% | $9,541+160.3% |