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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 | $99,633 | $140,592-29.1% | $123,105-19.1% | $125,389-20.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.68% | 16.80%-19.5pp | 13.22%-15.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $11,597 | $6,041+92.0% | $5,151+125.1% | $4,866+138.3% |
| Participant deferral / active EE | $9,443 | $6,980+35.3% | $6,229+51.6% | $5,352+76.5% |
| Admin fee / account holder | $1,083 | $11,198-90.3% | $9,014-88.0% | $9,541-88.6% |