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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 | $149,310 | $127,387+17.2% | $115,038+29.8% | $125,389+19.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.31% | 31.28%-34.6pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $5,929 | $5,166+14.8% | $4,608+28.7% | $4,866+21.8% |
| Participant deferral / active EE | $10,500 | $6,423+63.5% | $6,026+74.2% | $5,352+96.2% |
| Admin fee / account holder | $1,913 | $9,516-79.9% | $8,175-76.6% | $9,541-80.0% |