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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 | $113,019 | $113,941-0.8% | $94,229+19.9% | $125,389-9.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.11% | 5.29%-5.4pp | 10.68%-10.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $6,963 | $4,727+47.3% | $3,587+94.1% | $4,866+43.1% |
| Participant deferral / active EE | $7,617 | $5,179+47.1% | $4,320+76.3% | $5,352+42.3% |
| Admin fee / account holder | $4,215 | $8,392-49.8% | $6,269-32.8% | $9,541-55.8% |