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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 | $125,641 | $127,387-1.4% | $115,038+9.2% | $125,389+0.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.43% | 31.28%-30.8pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $4,479 | $5,166-13.3% | $4,608-2.8% | $4,866-7.9% |
| Participant deferral / active EE | $7,473 | $6,423+16.3% | $6,026+24.0% | $5,352+39.6% |
| Admin fee / account holder | $912 | $9,516-90.4% | $8,175-88.8% | $9,541-90.4% |