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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 | $101,363 | $127,387-20.4% | $115,038-11.9% | $125,389-19.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.83% | 31.28%-34.1pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $9,470 | $5,166+83.3% | $4,608+105.5% | $4,866+94.6% |
| Participant deferral / active EE | $6,807 | $6,423+6.0% | $6,026+13.0% | $5,352+27.2% |
| Admin fee / account holder | $1,559 | $9,516-83.6% | $8,175-80.9% | $9,541-83.7% |