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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 | $141,966 | $140,592+1.0% | $123,105+15.3% | $125,389+13.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.79% | 16.80%-17.6pp | 13.22%-14.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $7,300 | $6,041+20.8% | $5,151+41.7% | $4,866+50.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20,559 | $11,198+83.6% | $9,014+128.1% | $9,541+115.5% |