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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 | $170,035 | $167,323+1.6% | $143,770+18.3% | $134,493+26.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.56% | 0.47%-11.0pp | -0.04%-10.5pp | 418.01%-428.6pp |
| Employer contribution / active EE | $3,760 | $5,619-33.1% | $4,951-24.1% | $4,740-20.7% |
| Participant deferral / active EE | $8,652 | $6,446+34.2% | $5,638+53.5% | $6,400+35.2% |
| Admin fee / account holder | $6,892 | $18,088-61.9% | $14,673-53.0% | $11,425-39.7% |