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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 | $91,779 | $127,386-28.0% | $115,037-20.2% | $125,388-26.8% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -2.44% | 31.28%-33.7pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $10,638 | $5,166+105.9% | $4,608+130.9% | $4,866+118.6% |
| Participant deferral / active EE | $9,235 | $6,423+43.8% | $6,026+53.2% | $5,352+72.6% |
| Admin fee / account holder | $787 | $9,516-91.7% | $8,175-90.4% | $9,541-91.8% |