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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 | $110,934 | $127,387-12.9% | $115,038-3.6% | $125,389-11.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.84% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,928 | $5,166-62.7% | $4,608-58.2% | $4,866-60.4% |
| Participant deferral / active EE | $14,146 | $6,423+120.2% | $6,026+134.7% | $5,352+164.3% |
| Admin fee / account holder | $12,167 | $9,516+27.8% | $8,175+48.8% | $9,541+27.5% |