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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 | $180,072 | $167,504+7.5% | $151,628+18.8% | $134,509+33.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.26% | 7.81%-18.1pp | 3.34%-13.6pp | 418.13%-428.4pp |
| Employer contribution / active EE | $3,333 | $6,828-51.2% | $6,165-45.9% | $4,741-29.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $683 | $13,779-95.0% | $11,613-94.1% | $11,427-94.0% |