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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 | $202,143 | $127,387+58.7% | $115,038+75.7% | $125,389+61.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.29% | 31.28%-32.6pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $8,216 | $5,166+59.0% | $4,608+78.3% | $4,866+68.8% |
| Participant deferral / active EE | $13,725 | $6,423+113.7% | $6,026+127.7% | $5,352+156.5% |
| Admin fee / account holder | $9,316 | $9,516-2.1% | $8,175+14.0% | $9,541-2.4% |