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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 | $92,008 | $140,592-34.6% | $123,106-25.3% | $125,388-26.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.69% | 16.80%-18.5pp | 13.22%-14.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $8,195 | $6,041+35.7% | $5,151+59.1% | $4,866+68.4% |
| Participant deferral / active EE | $14,483 | $6,980+107.5% | $6,229+132.5% | $5,352+170.6% |
| Admin fee / account holder | $1,576 | $11,198-85.9% | $9,015-82.5% | $9,541-83.5% |