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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 | $162,461 | $167,362-2.9% | $143,799+13.0% | $134,532+20.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.55% | 0.47%-17.0pp | -0.04%-16.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $4,103 | $5,620-27.0% | $4,952-17.2% | $4,741-13.5% |
| Participant deferral / active EE | $8,021 | $6,447+24.4% | $5,638+42.3% | $6,401+25.3% |
| Admin fee / account holder | $3,068 | $18,094-83.0% | $14,677-79.1% | $11,429-73.2% |