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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 | $173,100 | $167,362+3.4% | $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 | -11.22% | 0.47%-11.7pp | -0.04%-11.2pp | 418.27%-429.5pp |
| Employer contribution / active EE | $9,458 | $5,620+68.3% | $4,952+91.0% | $4,741+99.5% |
| Participant deferral / active EE | $14,327 | $6,447+122.2% | $5,638+154.1% | $6,401+123.8% |
| Admin fee / account holder | $1,622 | $18,094-91.0% | $14,677-88.9% | $11,429-85.8% |