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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 | $145,463 | $127,387+14.2% | $115,038+26.4% | $125,389+16.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.71% | 31.28%-32.0pp | 26.14%-26.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $5,505 | $5,166+6.6% | $4,608+19.5% | $4,866+13.1% |
| Participant deferral / active EE | $8,333 | $6,423+29.7% | $6,026+38.3% | $5,352+55.7% |
| Admin fee / account holder | $3,455 | $9,516-63.7% | $8,175-57.7% | $9,541-63.8% |