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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 | $175,988 | $167,353+5.2% | $143,797+22.4% | $134,545+30.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.99% | 0.48%-2.5pp | -0.04%-2.0pp | 418.37%-420.4pp |
| Employer contribution / active EE | $9,952 | $5,620+77.1% | $4,952+101.0% | $4,742+109.9% |
| Participant deferral / active EE | $6,988 | $6,447+8.4% | $5,638+23.9% | $6,401+9.2% |
| Admin fee / account holder | $1,974 | $18,096-89.1% | $14,679-86.6% | $11,431-82.7% |