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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 | $142,746 | $167,533-14.8% | $151,645-5.9% | $134,545+6.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.59% | 7.81%-22.4pp | 3.34%-17.9pp | 418.37%-433.0pp |
| Employer contribution / active EE | $3,689 | $6,828-46.0% | $6,165-40.2% | $4,742-22.2% |
| Participant deferral / active EE | $18,877 | $8,985+110.1% | $8,363+125.7% | $6,401+194.9% |
| Admin fee / account holder | $2,726 | $13,781-80.2% | $11,614-76.5% | $11,431-76.2% |