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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 | $153,701 | $127,387+20.7% | $115,038+33.6% | $125,389+22.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.49% | 31.28%-31.8pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,181 | $5,166-57.8% | $4,608-52.7% | $4,866-55.2% |
| Participant deferral / active EE | $8,674 | $6,423+35.0% | $6,026+43.9% | $5,352+62.1% |
| Admin fee / account holder | $4,066 | $9,516-57.3% | $8,175-50.3% | $9,541-57.4% |