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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 | $112,872 | $127,387-11.4% | $115,038-1.9% | $125,389-10.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.34% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,993 | $5,166-42.1% | $4,608-35.1% | $4,866-38.5% |
| Participant deferral / active EE | $9,155 | $6,423+42.5% | $6,026+51.9% | $5,352+71.1% |
| Admin fee / account holder | $3,352 | $9,516-64.8% | $8,175-59.0% | $9,541-64.9% |