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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 | $175,945 | $127,387+38.1% | $115,038+52.9% | $125,389+40.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.35% | 31.28%-31.6pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $10,996 | $5,166+112.8% | $4,608+138.6% | $4,866+126.0% |
| Participant deferral / active EE | $8,809 | $6,423+37.2% | $6,026+46.2% | $5,352+64.6% |
| Admin fee / account holder | $2,227 | $9,516-76.6% | $8,175-72.8% | $9,541-76.7% |