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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 | $93,874 | $127,386-26.3% | $115,037-18.4% | $125,393-25.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.94% | 31.28%-32.2pp | 26.14%-27.1pp | 282.23%-283.2pp |
| Employer contribution / active EE | $12,095 | $5,166+134.1% | $4,608+162.5% | $4,866+148.5% |
| Participant deferral / active EE | $6,881 | $6,423+7.1% | $6,026+14.2% | $5,351+28.6% |
| Admin fee / account holder | $378 | $9,516-96.0% | $8,175-95.4% | $9,541-96.0% |