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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 | $177,014 | $167,362+5.8% | $143,799+23.1% | $134,532+31.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.50% | 0.47%-7.0pp | -0.04%-6.5pp | 418.27%-424.8pp |
| Employer contribution / active EE | $11,795 | $5,620+109.9% | $4,952+138.2% | $4,741+148.8% |
| Participant deferral / active EE | $5,456 | $6,447-15.4% | $5,638-3.2% | $6,401-14.8% |
| Admin fee / account holder | $1,951 | $18,094-89.2% | $14,677-86.7% | $11,429-82.9% |