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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 | $181,522 | $167,353+8.5% | $143,797+26.2% | $134,545+34.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.27% | 0.48%-16.7pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $8,536 | $5,620+51.9% | $4,952+72.4% | $4,742+80.0% |
| Participant deferral / active EE | $5,584 | $6,447-13.4% | $5,638-1.0% | $6,401-12.8% |
| Admin fee / account holder | $1,526 | $18,096-91.6% | $14,679-89.6% | $11,431-86.7% |