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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 | $114,837 | $127,387-9.9% | $115,038-0.2% | $125,389-8.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.81% | 31.28%-30.5pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $2,748 | $5,166-46.8% | $4,608-40.4% | $4,866-43.5% |
| Participant deferral / active EE | $6,542 | $6,423+1.9% | $6,026+8.6% | $5,352+22.2% |
| Admin fee / account holder | $9,879 | $9,516+3.8% | $8,175+20.8% | $9,541+3.5% |