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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 | $97,518 | $127,387-23.4% | $115,038-15.2% | $125,389-22.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.61% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $6,839 | $5,166+32.4% | $4,608+48.4% | $4,866+40.5% |
| Participant deferral / active EE | $5,881 | $6,423-8.4% | $6,026-2.4% | $5,352+9.9% |
| Admin fee / account holder | $3,965 | $9,516-58.3% | $8,175-51.5% | $9,541-58.4% |