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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 | $246,875 | $127,387+93.8% | $115,038+114.6% | $125,389+96.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.73% | 31.28%-32.0pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $5,283 | $5,166+2.3% | $4,608+14.7% | $4,866+8.6% |
| Participant deferral / active EE | $8,240 | $6,423+28.3% | $6,026+36.7% | $5,352+54.0% |
| Admin fee / account holder | $17,258 | $9,516+81.3% | $8,175+111.1% | $9,541+80.9% |