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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 | $86,998 | $127,387-31.7% | $115,038-24.4% | $125,389-30.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.36% | 31.28%-34.6pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $6,247 | $5,166+20.9% | $4,608+35.6% | $4,866+28.4% |
| Participant deferral / active EE | $7,674 | $6,423+19.5% | $6,026+27.3% | $5,352+43.4% |
| Admin fee / account holder | $2,781 | $9,516-70.8% | $8,175-66.0% | $9,541-70.9% |