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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 | $243,676 | $140,592+73.3% | $123,106+97.9% | $125,388+94.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.57% | 16.80%-19.4pp | 13.22%-15.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $5,936 | $6,041-1.7% | $5,151+15.2% | $4,866+22.0% |
| Participant deferral / active EE | $8,763 | $6,980+25.5% | $6,229+40.7% | $5,352+63.8% |
| Admin fee / account holder | $441 | $11,198-96.1% | $9,015-95.1% | $9,541-95.4% |