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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 | $171,343 | $167,522+2.3% | $151,639+13.0% | $134,532+27.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.66% | 7.81%-25.5pp | 3.34%-21.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $3,498 | $6,828-48.8% | $6,165-43.3% | $4,741-26.2% |
| Participant deferral / active EE | $7,668 | $8,986-14.7% | $8,363-8.3% | $6,401+19.8% |
| Admin fee / account holder | $424 | $13,780-96.9% | $11,613-96.4% | $11,429-96.3% |