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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 | $171,023 | $167,323+2.2% | $143,770+19.0% | $134,493+27.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.97% | 0.47%-15.4pp | -0.04%-14.9pp | 418.01%-433.0pp |
| Employer contribution / active EE | $37,836 | $5,619+573.3% | $4,951+664.2% | $4,740+698.2% |
| Participant deferral / active EE | $25,977 | $6,446+303.0% | $5,638+360.8% | $6,400+305.9% |
| Admin fee / account holder | $548 | $18,088-97.0% | $14,673-96.3% | $11,425-95.2% |