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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 | $104,180 | $127,387-18.2% | $115,038-9.4% | $125,389-16.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.61% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $5,040 | $5,166-2.4% | $4,608+9.4% | $4,866+3.6% |
| Participant deferral / active EE | $12,895 | $6,423+100.8% | $6,026+114.0% | $5,352+141.0% |
| Admin fee / account holder | $1,142 | $9,516-88.0% | $8,175-86.0% | $9,541-88.0% |