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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 | $165,602 | $167,362-1.1% | $143,799+15.2% | $134,532+23.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.01% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $19,211 | $5,620+241.8% | $4,952+287.9% | $4,741+305.2% |
| Participant deferral / active EE | $16,329 | $6,447+153.3% | $5,638+189.6% | $6,401+155.1% |
| Admin fee / account holder | $1,149 | $18,094-93.7% | $14,677-92.2% | $11,429-89.9% |