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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 | $109,933 | $127,387-13.7% | $115,038-4.4% | $125,389-12.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.84% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $4,375 | $5,166-15.3% | $4,608-5.1% | $4,866-10.1% |
| Participant deferral / active EE | $4,225 | $6,423-34.2% | $6,026-29.9% | $5,352-21.1% |
| Admin fee / account holder | $670 | $9,516-93.0% | $8,175-91.8% | $9,541-93.0% |