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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 | $155,399 | $127,387+22.0% | $115,038+35.1% | $125,389+23.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.92% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $4,557 | $5,166-11.8% | $4,608-1.1% | $4,866-6.4% |
| Participant deferral / active EE | $9,772 | $6,423+52.1% | $6,026+62.1% | $5,352+82.6% |
| Admin fee / account holder | $77,697 | $9,516+716.5% | $8,175+850.4% | $9,541+714.4% |