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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 | $86,819 | $127,387-31.8% | $115,038-24.5% | $125,389-30.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.79% | 31.28%-33.1pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $4,224 | $5,166-18.2% | $4,608-8.3% | $4,866-13.2% |
| Participant deferral / active EE | $7,037 | $6,423+9.6% | $6,026+16.8% | $5,352+31.5% |
| Admin fee / account holder | $14,365 | $9,516+51.0% | $8,175+75.7% | $9,541+50.6% |