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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 | $149,598 | $211,946-29.4% | $169,452-11.7% | $135,380+10.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.78% | 3.26%-8.0pp | 1.83%-6.6pp | 519.81%-524.6pp |
| Employer contribution / active EE | $6,300 | $5,117+23.1% | $4,157+51.5% | $4,779+31.8% |
| Participant deferral / active EE | $11,607 | $6,075+91.0% | $5,277+120.0% | $5,609+106.9% |
| Admin fee / account holder | $1,007 | $11,472-91.2% | $9,110-88.9% | $10,828-90.7% |