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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 | $127,510 | $127,387+0.1% | $115,038+10.8% | $125,389+1.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.93% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $5,007 | $5,166-3.1% | $4,608+8.7% | $4,866+2.9% |
| Participant deferral / active EE | $17,249 | $6,423+168.6% | $6,026+186.2% | $5,352+222.3% |
| Admin fee / account holder | $50,635 | $9,516+432.1% | $8,175+519.4% | $9,541+430.7% |