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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 | $180,523 | $167,352+7.9% | $143,788+25.5% | $134,509+34.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.02% | 0.47%-17.5pp | -0.03%-17.0pp | 418.13%-435.2pp |
| Employer contribution / active EE | $9,477 | $5,620+68.6% | $4,952+91.4% | $4,741+99.9% |
| Participant deferral / active EE | $5,192 | $6,447-19.5% | $5,638-7.9% | $6,400-18.9% |
| Admin fee / account holder | $1,195 | $18,091-93.4% | $14,675-91.9% | $11,427-89.5% |