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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 | $164,906 | $140,592+17.3% | $123,105+34.0% | $125,389+31.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.42% | 16.80%-20.2pp | 13.22%-16.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $7,135 | $6,041+18.1% | $5,151+38.5% | $4,866+46.6% |
| Participant deferral / active EE | $5,326 | $6,980-23.7% | $6,229-14.5% | $5,352-0.5% |
| Admin fee / account holder | $951 | $11,198-91.5% | $9,014-89.5% | $9,541-90.0% |