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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 | $174,919 | $167,533+4.4% | $151,645+15.3% | $134,545+30.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.61% | 7.81%-22.4pp | 3.34%-17.9pp | 418.37%-433.0pp |
| Employer contribution / active EE | $11,430 | $6,828+67.4% | $6,165+85.4% | $4,742+141.1% |
| Participant deferral / active EE | $10,875 | $8,985+21.0% | $8,363+30.0% | $6,401+69.9% |
| Admin fee / account holder | $1,690 | $13,781-87.7% | $11,614-85.5% | $11,431-85.2% |