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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 | $139,049 | $167,362-16.9% | $143,799-3.3% | $134,532+3.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.59% | 0.47%-14.1pp | -0.04%-13.5pp | 418.27%-431.9pp |
| Employer contribution / active EE | $6,341 | $5,620+12.8% | $4,952+28.0% | $4,741+33.7% |
| Participant deferral / active EE | $6,254 | $6,447-3.0% | $5,638+10.9% | $6,401-2.3% |
| Admin fee / account holder | $722 | $18,094-96.0% | $14,677-95.1% | $11,429-93.7% |