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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 | $124,293 | $127,387-2.4% | $115,038+8.0% | $125,389-0.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.56% | 31.28%-32.8pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $8,999 | $5,166+74.2% | $4,608+95.3% | $4,866+84.9% |
| Participant deferral / active EE | $7,502 | $6,423+16.8% | $6,026+24.5% | $5,352+40.2% |
| Admin fee / account holder | $14,041 | $9,516+47.5% | $8,175+71.8% | $9,541+47.2% |