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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 | $122,154 | $140,592-13.1% | $123,105-0.8% | $125,389-2.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.65% | 16.80%-18.4pp | 13.22%-14.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $8,500 | $6,041+40.7% | $5,151+65.0% | $4,866+74.7% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,513 | $11,198-86.5% | $9,014-83.2% | $9,541-84.1% |