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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 | $140,761 | $127,387+10.5% | $115,038+22.4% | $125,389+12.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.85% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $7,274 | $5,166+40.8% | $4,608+57.9% | $4,866+49.5% |
| Participant deferral / active EE | $10,200 | $6,423+58.8% | $6,026+69.3% | $5,352+90.6% |
| Admin fee / account holder | $2,705 | $9,516-71.6% | $8,175-66.9% | $9,541-71.6% |