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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 | $176,277 | $167,522+5.2% | $151,639+16.2% | $134,532+31.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.74% | 7.81%-25.6pp | 3.34%-21.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $7,944 | $6,828+16.3% | $6,165+28.9% | $4,741+67.6% |
| Participant deferral / active EE | $14,983 | $8,986+66.7% | $8,363+79.1% | $6,401+134.1% |
| Admin fee / account holder | $867 | $13,780-93.7% | $11,613-92.5% | $11,429-92.4% |