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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 | $151,807 | $127,387+19.2% | $115,038+32.0% | $125,389+21.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.06% | 31.28%-31.3pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $6,084 | $5,166+17.8% | $4,608+32.0% | $4,866+25.0% |
| Participant deferral / active EE | $9,651 | $6,423+50.3% | $6,026+60.1% | $5,352+80.3% |
| Admin fee / account holder | $2,167 | $9,516-77.2% | $8,175-73.5% | $9,541-77.3% |