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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 | $116,820 | $127,387-8.3% | $115,038+1.5% | $125,389-6.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.45% | 31.28%-32.7pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $9,973 | $5,166+93.0% | $4,608+116.4% | $4,866+104.9% |
| Participant deferral / active EE | $6,338 | $6,423-1.3% | $6,026+5.2% | $5,352+18.4% |
| Admin fee / account holder | $4,350 | $9,516-54.3% | $8,175-46.8% | $9,541-54.4% |