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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 | $69,713 | $127,387-45.3% | $115,038-39.4% | $125,389-44.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.23% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,844 | $5,166-6.2% | $4,608+5.1% | $4,866-0.5% |
| Participant deferral / active EE | $6,976 | $6,423+8.6% | $6,026+15.7% | $5,352+30.3% |
| Admin fee / account holder | $19,749 | $9,516+107.5% | $8,175+141.6% | $9,541+107.0% |