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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 | $148,636 | $127,386+16.7% | $115,037+29.2% | $125,388+18.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.07% | 31.28%-31.3pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,165 | $5,166-58.1% | $4,608-53.0% | $4,866-55.5% |
| Participant deferral / active EE | $5,572 | $6,423-13.3% | $6,026-7.5% | $5,352+4.1% |
| Admin fee / account holder | $7,033 | $9,516-26.1% | $8,175-14.0% | $9,541-26.3% |