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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 | $138,819 | $127,387+9.0% | $115,038+20.7% | $125,389+10.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.65% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $8,540 | $5,166+65.3% | $4,608+85.3% | $4,866+75.5% |
| Participant deferral / active EE | $10,006 | $6,423+55.8% | $6,026+66.0% | $5,352+87.0% |
| Admin fee / account holder | $8,473 | $9,516-11.0% | $8,175+3.6% | $9,541-11.2% |