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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 | $99,883 | $127,387-21.6% | $115,038-13.2% | $125,389-20.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.24% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $901 | $5,166-82.6% | $4,608-80.4% | $4,866-81.5% |
| Participant deferral / active EE | $9,526 | $6,423+48.3% | $6,026+58.1% | $5,352+78.0% |
| Admin fee / account holder | $2,538 | $9,516-73.3% | $8,175-69.0% | $9,541-73.4% |