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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 | $116,409 | $127,387-8.6% | $115,038+1.2% | $125,389-7.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,462 | $5,166-71.7% | $4,608-68.3% | $4,866-70.0% |
| Participant deferral / active EE | $4,433 | $6,423-31.0% | $6,026-26.4% | $5,352-17.2% |
| Admin fee / account holder | $2,110 | $9,516-77.8% | $8,175-74.2% | $9,541-77.9% |