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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 | $126,739 | $127,387-0.5% | $115,038+10.2% | $125,389+1.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.24% | 31.28%-31.0pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $9,329 | $5,166+80.6% | $4,608+102.5% | $4,866+91.7% |
| Participant deferral / active EE | $5,005 | $6,423-22.1% | $6,026-17.0% | $5,352-6.5% |
| Admin fee / account holder | $4,381 | $9,516-54.0% | $8,175-46.4% | $9,541-54.1% |