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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 | $128,951 | $127,387+1.2% | $115,038+12.1% | $125,389+2.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.19% | 31.28%-31.5pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,226 | $5,166-56.9% | $4,608-51.7% | $4,866-54.3% |
| Participant deferral / active EE | $5,406 | $6,423-15.8% | $6,026-10.3% | $5,352+1.0% |
| Admin fee / account holder | $11,436 | $9,516+20.2% | $8,175+39.9% | $9,541+19.9% |