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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 | $186,154 | $167,362+11.2% | $143,799+29.5% | $134,532+38.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.77% | 0.47%-10.2pp | -0.04%-9.7pp | 418.27%-428.0pp |
| Employer contribution / active EE | $22,535 | $5,620+300.9% | $4,952+355.1% | $4,741+375.3% |
| Participant deferral / active EE | $15,587 | $6,447+141.8% | $5,638+176.4% | $6,401+143.5% |
| Admin fee / account holder | $810 | $18,094-95.5% | $14,677-94.5% | $11,429-92.9% |