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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 | $162,985 | $127,386+27.9% | $115,037+41.7% | $125,393+30.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.94% | 31.28%-32.2pp | 26.14%-27.1pp | 282.23%-283.2pp |
| Employer contribution / active EE | $6,320 | $5,166+22.3% | $4,608+37.1% | $4,866+29.9% |
| Participant deferral / active EE | $11,077 | $6,423+72.5% | $6,026+83.8% | $5,351+107.0% |
| Admin fee / account holder | $1,141 | $9,516-88.0% | $8,175-86.0% | $9,541-88.0% |