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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 | $167,353+2.2% | $143,797+18.9% | $134,545+27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.97% | 0.48%-15.4pp | -0.04%-14.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $37,836 | $5,620+573.2% | $4,952+664.0% | $4,742+698.0% |
| Participant deferral / active EE | $25,977 | $6,447+302.9% | $5,638+360.7% | $6,401+305.8% |
| Admin fee / account holder | $548 | $18,096-97.0% | $14,679-96.3% | $11,431-95.2% |