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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 | $133,975 | $140,592-4.7% | $123,105+8.8% | $125,389+6.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.09% | 16.80%-18.9pp | 13.22%-15.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $7,740 | $6,041+28.1% | $5,151+50.3% | $4,866+59.1% |
| Participant deferral / active EE | $13,158 | $6,980+88.5% | $6,229+111.2% | $5,352+145.9% |
| Admin fee / account holder | $1,306 | $11,198-88.3% | $9,014-85.5% | $9,541-86.3% |