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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 | $155,298 | $167,353-7.2% | $143,797+8.0% | $134,545+15.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.02% | 0.48%-16.5pp | -0.04%-16.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $4,275 | $5,620-23.9% | $4,952-13.7% | $4,742-9.8% |
| Participant deferral / active EE | $10,161 | $6,447+57.6% | $5,638+80.2% | $6,401+58.7% |
| Admin fee / account holder | $2,530 | $18,096-86.0% | $14,679-82.8% | $11,431-77.9% |