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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 | $94,595 | $140,592-32.7% | $123,105-23.2% | $125,389-24.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.50% | 16.80%-17.3pp | 13.22%-13.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $3,550 | $6,041-41.2% | $5,151-31.1% | $4,866-27.0% |
| Participant deferral / active EE | $9,388 | $6,980+34.5% | $6,229+50.7% | $5,352+75.4% |
| Admin fee / account holder | $15,668 | $11,198+39.9% | $9,014+73.8% | $9,541+64.2% |