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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 | $126,518 | $127,387-0.7% | $115,038+10.0% | $125,389+0.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.54% | 31.28%-30.7pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $9,013 | $5,166+74.5% | $4,608+95.6% | $4,866+85.2% |
| Participant deferral / active EE | $6,800 | $6,423+5.9% | $6,026+12.8% | $5,352+27.1% |
| Admin fee / account holder | $2,163 | $9,516-77.3% | $8,175-73.5% | $9,541-77.3% |