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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 | $89,660 | $127,387-29.6% | $115,038-22.1% | $125,389-28.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.47% | 31.28%-32.8pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $4,690 | $5,166-9.2% | $4,608+1.8% | $4,866-3.6% |
| Participant deferral / active EE | $6,974 | $6,423+8.6% | $6,026+15.7% | $5,352+30.3% |
| Admin fee / account holder | $860 | $9,516-91.0% | $8,175-89.5% | $9,541-91.0% |