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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 | $134,666 | $127,386+5.7% | $115,037+17.1% | $125,388+7.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.39% | 31.28%-33.7pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $7,492 | $5,166+45.0% | $4,608+62.6% | $4,866+54.0% |
| Participant deferral / active EE | $7,416 | $6,423+15.5% | $6,026+23.1% | $5,352+38.6% |
| Admin fee / account holder | $876 | $9,516-90.8% | $8,175-89.3% | $9,541-90.8% |