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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 | $177,834 | $127,387+39.6% | $115,038+54.6% | $125,389+41.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.46% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $8,937 | $5,166+73.0% | $4,608+93.9% | $4,866+83.7% |
| Participant deferral / active EE | $6,217 | $6,423-3.2% | $6,026+3.2% | $5,352+16.2% |
| Admin fee / account holder | $682 | $9,516-92.8% | $8,175-91.7% | $9,541-92.9% |