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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 | $182,456 | $167,353+9.0% | $143,797+26.9% | $134,545+35.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.67% | 0.48%-15.2pp | -0.04%-14.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $6,971 | $5,620+24.0% | $4,952+40.8% | $4,742+47.0% |
| Participant deferral / active EE | $11,071 | $6,447+71.7% | $5,638+96.4% | $6,401+73.0% |
| Admin fee / account holder | $1,572 | $18,096-91.3% | $14,679-89.3% | $11,431-86.2% |