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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 | $164,963 | $167,362-1.4% | $143,799+14.7% | $134,532+22.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.82% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $4,139 | $5,620-26.4% | $4,952-16.4% | $4,741-12.7% |
| Participant deferral / active EE | $13,913 | $6,447+115.8% | $5,638+146.8% | $6,401+117.4% |
| Admin fee / account holder | $1,262 | $18,094-93.0% | $14,677-91.4% | $11,429-89.0% |