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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 | $158,801 | $127,387+24.7% | $115,038+38.0% | $125,389+26.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.64% | 31.28%-30.6pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $9,175 | $5,166+77.6% | $4,608+99.1% | $4,866+88.5% |
| Participant deferral / active EE | $6,409 | $6,423-0.2% | $6,026+6.4% | $5,352+19.8% |
| Admin fee / account holder | $2,441 | $9,516-74.4% | $8,175-70.1% | $9,541-74.4% |