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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 | $162,135 | $158,852+2.1% | $121,220+33.8% | $135,379+19.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -2.63% | -0.64%-2.0pp | 16.94%-19.6pp | 519.79%-522.4pp |
| Employer contribution / active EE | $15,458 | $5,666+172.8% | $4,023+284.3% | $4,779+223.5% |
| Participant deferral / active EE | $10,668 | $4,006+166.3% | $3,345+218.9% | $5,609+90.2% |
| Admin fee / account holder | $697 | $6,515-89.3% | $5,021-86.1% | $10,828-93.6% |