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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 | $111,540 | $127,387-12.4% | $115,038-3.0% | $125,389-11.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.04% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,427 | $5,166-14.3% | $4,608-3.9% | $4,866-9.0% |
| Participant deferral / active EE | $5,493 | $6,423-14.5% | $6,026-8.9% | $5,352+2.6% |
| Admin fee / account holder | $527 | $9,516-94.5% | $8,175-93.6% | $9,541-94.5% |