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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 | $197,696 | $127,387+55.2% | $115,038+71.9% | $125,389+57.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.94% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $3,862 | $5,166-25.3% | $4,608-16.2% | $4,866-20.6% |
| Participant deferral / active EE | $15,813 | $6,423+146.2% | $6,026+162.4% | $5,352+195.5% |
| Admin fee / account holder | $16,839 | $9,516+76.9% | $8,175+106.0% | $9,541+76.5% |