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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 | $110,521 | $167,533-34.0% | $151,645-27.1% | $134,545-17.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.60% | 7.81%-19.4pp | 3.34%-14.9pp | 418.37%-430.0pp |
| Employer contribution / active EE | $1,984 | $6,828-70.9% | $6,165-67.8% | $4,742-58.2% |
| Participant deferral / active EE | $8,245 | $8,985-8.2% | $8,363-1.4% | $6,401+28.8% |
| Admin fee / account holder | $3,262 | $13,781-76.3% | $11,614-71.9% | $11,431-71.5% |