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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 | $166,779 | $127,387+30.9% | $115,038+45.0% | $125,389+33.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.81% | 31.28%-33.1pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,330 | $5,166-35.6% | $4,608-27.7% | $4,866-31.6% |
| Participant deferral / active EE | $10,207 | $6,423+58.9% | $6,026+69.4% | $5,352+90.7% |
| Admin fee / account holder | $480 | $9,516-95.0% | $8,175-94.1% | $9,541-95.0% |