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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 | $181,438 | $167,353+8.4% | $143,797+26.2% | $134,545+34.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.28% | 0.48%-11.8pp | -0.04%-11.2pp | 418.37%-429.6pp |
| Employer contribution / active EE | $6,250 | $5,620+11.2% | $4,952+26.2% | $4,742+31.8% |
| Participant deferral / active EE | $8,765 | $6,447+36.0% | $5,638+55.5% | $6,401+36.9% |
| Admin fee / account holder | $1,348 | $18,096-92.6% | $14,679-90.8% | $11,431-88.2% |