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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 | $160,561 | $107,809+48.9% | $90,657+77.1% | $135,380+18.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.28% | -0.90%-6.4pp | 1.89%-9.2pp | 519.81%-527.1pp |
| Employer contribution / active EE | $3,170 | $3,018+5.0% | $2,532+25.2% | $4,779-33.7% |
| Participant deferral / active EE | $5,290 | $3,872+36.6% | $3,424+54.5% | $5,609-5.7% |
| Admin fee / account holder | $5,457 | $5,931-8.0% | $4,994+9.3% | $10,828-49.6% |