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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 | $153,966 | $211,946-27.4% | $169,452-9.1% | $135,380+13.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.91% | 3.26%-8.2pp | 1.83%-6.7pp | 519.81%-524.7pp |
| Employer contribution / active EE | $26,350 | $5,117+415.0% | $4,157+533.9% | $4,779+451.4% |
| Participant deferral / active EE | $15,333 | $6,075+152.4% | $5,277+190.6% | $5,609+173.4% |
| Admin fee / account holder | $667 | $11,472-94.2% | $9,110-92.7% | $10,828-93.8% |