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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 | $170,425 | $127,387+33.8% | $115,038+48.1% | $125,389+35.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.16% | 31.28%-33.4pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $37,931 | $5,166+634.2% | $4,608+723.2% | $4,866+679.5% |
| Participant deferral / active EE | $9,000 | $6,423+40.1% | $6,026+49.3% | $5,352+68.2% |
| Admin fee / account holder | $2,716 | $9,516-71.5% | $8,175-66.8% | $9,541-71.5% |