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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 | $217,007 | $167,362+29.7% | $143,799+50.9% | $134,532+61.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.63% | 0.47%-7.1pp | -0.04%-6.6pp | 418.27%-424.9pp |
| Employer contribution / active EE | $7,152 | $5,620+27.2% | $4,952+44.4% | $4,741+50.8% |
| Participant deferral / active EE | $5,985 | $6,447-7.2% | $5,638+6.2% | $6,401-6.5% |
| Admin fee / account holder | $3,365 | $18,094-81.4% | $14,677-77.1% | $11,429-70.6% |