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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 | $180,786 | $167,533+7.9% | $151,645+19.2% | $134,545+34.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.33% | 7.81%-14.1pp | 3.34%-9.7pp | 418.37%-424.7pp |
| Employer contribution / active EE | $41,500 | $6,828+507.8% | $6,165+573.1% | $4,742+775.2% |
| Participant deferral / active EE | $19,500 | $8,985+117.0% | $8,363+133.2% | $6,401+204.6% |
| Admin fee / account holder | $426 | $13,781-96.9% | $11,614-96.3% | $11,431-96.3% |