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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 | $157,581 | $127,387+23.7% | $115,038+37.0% | $125,389+25.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.86% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $5,032 | $5,166-2.6% | $4,608+9.2% | $4,866+3.4% |
| Participant deferral / active EE | $9,098 | $6,423+41.7% | $6,026+51.0% | $5,352+70.0% |
| Admin fee / account holder | $644 | $9,516-93.2% | $8,175-92.1% | $9,541-93.2% |