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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 | $25,269 | $127,387-80.2% | $115,038-78.0% | $125,389-79.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.93% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $10,155 | $5,166+96.6% | $4,608+120.4% | $4,866+108.7% |
| Participant deferral / active EE | $4,154 | $6,423-35.3% | $6,026-31.1% | $5,352-22.4% |
| Admin fee / account holder | $604 | $9,516-93.7% | $8,175-92.6% | $9,541-93.7% |