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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 | $151,588 | $167,352-9.4% | $143,788+5.4% | $134,509+12.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.92% | 0.47%-16.4pp | -0.03%-15.9pp | 418.13%-434.1pp |
| Employer contribution / active EE | $4,775 | $5,620-15.0% | $4,952-3.6% | $4,741+0.7% |
| Participant deferral / active EE | $12,250 | $6,447+90.0% | $5,638+117.3% | $6,400+91.4% |
| Admin fee / account holder | $6,956 | $18,091-61.6% | $14,675-52.6% | $11,427-39.1% |