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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 | $165,493 | $167,362-1.1% | $143,799+15.1% | $134,532+23.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.06% | 0.47%-11.5pp | -0.04%-11.0pp | 418.27%-429.3pp |
| Employer contribution / active EE | $3,020 | $5,620-46.3% | $4,952-39.0% | $4,741-36.3% |
| Participant deferral / active EE | $15,641 | $6,447+142.6% | $5,638+177.4% | $6,401+144.3% |
| Admin fee / account holder | $7,202 | $18,094-60.2% | $14,677-50.9% | $11,429-37.0% |