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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 | $98,598 | $127,387-22.6% | $115,038-14.3% | $125,389-21.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.56% | 31.28%-33.8pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $7,433 | $5,166+43.9% | $4,608+61.3% | $4,866+52.7% |
| Participant deferral / active EE | $12,847 | $6,423+100.0% | $6,026+113.2% | $5,352+140.1% |
| Admin fee / account holder | $8,973 | $9,516-5.7% | $8,175+9.8% | $9,541-6.0% |