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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 | $164,852 | $167,353-1.5% | $143,797+14.6% | $134,545+22.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.91% | 0.48%-12.4pp | -0.04%-11.9pp | 418.37%-430.3pp |
| Employer contribution / active EE | $3,957 | $5,620-29.6% | $4,952-20.1% | $4,742-16.6% |
| Participant deferral / active EE | $6,799 | $6,447+5.4% | $5,638+20.6% | $6,401+6.2% |
| Admin fee / account holder | $7,348 | $18,096-59.4% | $14,679-49.9% | $11,431-35.7% |