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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 | $230,729 | $113,941+102.5% | $94,229+144.9% | $125,389+84.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.52% | 5.29%-5.8pp | 10.68%-11.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $3,394 | $4,727-28.2% | $3,587-5.4% | $4,866-30.2% |
| Participant deferral / active EE | $8,347 | $5,179+61.2% | $4,320+93.2% | $5,352+56.0% |
| Admin fee / account holder | $863 | $8,392-89.7% | $6,269-86.2% | $9,541-91.0% |