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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 | $115,701 | $167,504-30.9% | $151,628-23.7% | $134,509-14.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.67% | 7.81%-15.5pp | 3.34%-11.0pp | 418.13%-425.8pp |
| Employer contribution / active EE | $9,752 | $6,828+42.8% | $6,165+58.2% | $4,741+105.7% |
| Participant deferral / active EE | $10,866 | $8,985+20.9% | $8,363+29.9% | $6,400+69.8% |
| Admin fee / account holder | $9,714 | $13,779-29.5% | $11,613-16.3% | $11,427-15.0% |