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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 | $131,712 | $167,353-21.3% | $143,797-8.4% | $134,545-2.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.17% | 0.48%-1.6pp | -0.04%-1.1pp | 418.37%-419.5pp |
| Employer contribution / active EE | $10,315 | $5,620+83.5% | $4,952+108.3% | $4,742+117.5% |
| Participant deferral / active EE | $6,681 | $6,447+3.6% | $5,638+18.5% | $6,401+4.4% |
| Admin fee / account holder | $866 | $18,096-95.2% | $14,679-94.1% | $11,431-92.4% |