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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 | $119,713 | $168,635-29.0% | $147,617-18.9% | $125,389-4.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.09% | 77.65%-78.7pp | 61.98%-63.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $4,566 | $6,252-27.0% | $5,564-17.9% | $4,866-6.2% |
| Participant deferral / active EE | $8,430 | $5,507+53.1% | $4,895+72.2% | $5,352+57.5% |
| Admin fee / account holder | $1,022 | $13,580-92.5% | $11,612-91.2% | $9,541-89.3% |