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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 | $170,527 | $167,362+1.9% | $143,799+18.6% | $134,532+26.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.15% | 0.47%-18.6pp | -0.04%-18.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $3,396 | $5,620-39.6% | $4,952-31.4% | $4,741-28.4% |
| Participant deferral / active EE | $7,361 | $6,447+14.2% | $5,638+30.6% | $6,401+15.0% |
| Admin fee / account holder | $20,714 | $18,094+14.5% | $14,677+41.1% | $11,429+81.3% |