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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 | $244,683 | $127,387+92.1% | $115,038+112.7% | $125,389+95.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.37% | 31.28%-31.6pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,660 | $5,166-48.5% | $4,608-42.3% | $4,866-45.3% |
| Participant deferral / active EE | $9,118 | $6,423+42.0% | $6,026+51.3% | $5,352+70.4% |
| Admin fee / account holder | $8,264 | $9,516-13.2% | $8,175+1.1% | $9,541-13.4% |