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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 | $150,784 | $127,387+18.4% | $115,038+31.1% | $125,389+20.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.01% | 31.28%-31.3pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,931 | $5,166-43.3% | $4,608-36.4% | $4,866-39.8% |
| Participant deferral / active EE | $11,708 | $6,423+82.3% | $6,026+94.3% | $5,352+118.8% |
| Admin fee / account holder | $10,001 | $9,516+5.1% | $8,175+22.3% | $9,541+4.8% |