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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 | $118,314 | $127,387-7.1% | $115,038+2.8% | $125,389-5.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.47% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $11,643 | $5,166+125.4% | $4,608+152.7% | $4,866+139.3% |
| Participant deferral / active EE | $5,204 | $6,423-19.0% | $6,026-13.7% | $5,352-2.8% |
| Admin fee / account holder | $178,476 | $9,516+1775.5% | $8,175+2083.1% | $9,541+1770.6% |