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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 | $150,434 | $167,353-10.1% | $143,797+4.6% | $134,545+11.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.45% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $4,653 | $5,620-17.2% | $4,952-6.0% | $4,742-1.9% |
| Participant deferral / active EE | $8,049 | $6,447+24.8% | $5,638+42.7% | $6,401+25.7% |
| Admin fee / account holder | $1,860 | $18,096-89.7% | $14,679-87.3% | $11,431-83.7% |