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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 | $122,528 | $127,387-3.8% | $115,038+6.5% | $125,389-2.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.10% | 31.28%-33.4pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $10,718 | $5,166+107.5% | $4,608+132.6% | $4,866+120.3% |
| Participant deferral / active EE | $7,875 | $6,423+22.6% | $6,026+30.7% | $5,352+47.2% |
| Admin fee / account holder | $1,102 | $9,516-88.4% | $8,175-86.5% | $9,541-88.5% |