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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 | $161,040 | $167,362-3.8% | $143,799+12.0% | $134,532+19.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.88% | 0.47%-19.4pp | -0.04%-18.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $6,027 | $5,620+7.2% | $4,952+21.7% | $4,741+27.1% |
| Participant deferral / active EE | $7,297 | $6,447+13.2% | $5,638+29.4% | $6,401+14.0% |
| Admin fee / account holder | $403 | $18,094-97.8% | $14,677-97.3% | $11,429-96.5% |