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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 | $61,157 | $127,387-52.0% | $115,038-46.8% | $125,389-51.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.47% | 31.28%-31.8pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $5,998 | $5,166+16.1% | $4,608+30.2% | $4,866+23.3% |
| Participant deferral / active EE | $4,541 | $6,423-29.3% | $6,026-24.7% | $5,352-15.2% |
| Admin fee / account holder | $30,285 | $9,516+218.2% | $8,175+270.5% | $9,541+217.4% |