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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 | $173,181 | $167,362+3.5% | $143,799+20.4% | $134,532+28.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.96% | 0.47%-12.4pp | -0.04%-11.9pp | 418.27%-430.2pp |
| Employer contribution / active EE | $7,208 | $5,620+28.2% | $4,952+45.5% | $4,741+52.0% |
| Participant deferral / active EE | $7,168 | $6,447+11.2% | $5,638+27.1% | $6,401+12.0% |
| Admin fee / account holder | $318 | $18,094-98.2% | $14,677-97.8% | $11,429-97.2% |