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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 | $179,562 | $167,353+7.3% | $143,797+24.9% | $134,545+33.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.96% | 0.48%-7.4pp | -0.04%-6.9pp | 418.37%-425.3pp |
| Employer contribution / active EE | $4,834 | $5,620-14.0% | $4,952-2.4% | $4,742+2.0% |
| Participant deferral / active EE | $7,468 | $6,447+15.8% | $5,638+32.4% | $6,401+16.7% |
| Admin fee / account holder | $2,712 | $18,096-85.0% | $14,679-81.5% | $11,431-76.3% |