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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 | $190,728 | $127,387+49.7% | $115,038+65.8% | $125,389+52.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.48% | 31.28%-31.8pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $8,238 | $5,166+59.5% | $4,608+78.8% | $4,866+69.3% |
| Participant deferral / active EE | $7,270 | $6,423+13.2% | $6,026+20.6% | $5,352+35.9% |
| Admin fee / account holder | $8,857 | $9,516-6.9% | $8,175+8.3% | $9,541-7.2% |