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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 | $174,026 | $167,362+4.0% | $143,799+21.0% | $134,532+29.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.79% | 0.47%-17.3pp | -0.04%-16.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $10,761 | $5,620+91.5% | $4,952+117.3% | $4,741+127.0% |
| Participant deferral / active EE | $11,060 | $6,447+71.5% | $5,638+96.2% | $6,401+72.8% |
| Admin fee / account holder | $704 | $18,094-96.1% | $14,677-95.2% | $11,429-93.8% |