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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 | $114,926 | $140,592-18.3% | $123,105-6.6% | $125,389-8.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.04% | 16.80%-18.8pp | 13.22%-15.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $12,860 | $6,041+112.9% | $5,151+149.7% | $4,866+164.3% |
| Participant deferral / active EE | $2,804 | $6,980-59.8% | $6,229-55.0% | $5,352-47.6% |
| Admin fee / account holder | $4,607 | $11,198-58.9% | $9,014-48.9% | $9,541-51.7% |