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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 | $137,921 | $140,592-1.9% | $123,105+12.0% | $125,389+10.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.93% | 16.80%-19.7pp | 13.22%-16.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,550 | $6,041-74.3% | $5,151-69.9% | $4,866-68.1% |
| Participant deferral / active EE | $7,299 | $6,980+4.6% | $6,229+17.2% | $5,352+36.4% |
| Admin fee / account holder | $2,887 | $11,198-74.2% | $9,014-68.0% | $9,541-69.7% |