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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 | $86,582 | $127,387-32.0% | $115,038-24.7% | $125,389-30.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.25% | 31.28%-33.5pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $6,215 | $5,166+20.3% | $4,608+34.9% | $4,866+27.7% |
| Participant deferral / active EE | $4,538 | $6,423-29.4% | $6,026-24.7% | $5,352-15.2% |
| Admin fee / account holder | $719 | $9,516-92.4% | $8,175-91.2% | $9,541-92.5% |