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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 | $123,388 | $127,387-3.1% | $115,038+7.3% | $125,389-1.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.22% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $5,212 | $5,166+0.9% | $4,608+13.1% | $4,866+7.1% |
| Participant deferral / active EE | $9,095 | $6,423+41.6% | $6,026+50.9% | $5,352+69.9% |
| Admin fee / account holder | $201,225 | $9,516+2014.5% | $8,175+2361.4% | $9,541+2009.1% |