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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 | $134,943 | $113,941+18.4% | $94,229+43.2% | $125,389+7.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.14% | 5.29%-6.4pp | 10.68%-11.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $22,550 | $4,727+377.0% | $3,587+528.7% | $4,866+363.4% |
| Participant deferral / active EE | $11,718 | $5,179+126.3% | $4,320+171.2% | $5,352+119.0% |
| Admin fee / account holder | $987 | $8,392-88.2% | $6,269-84.3% | $9,541-89.7% |