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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 | $168,340 | $167,353+0.6% | $143,797+17.1% | $134,545+25.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.68% | 0.48%-15.2pp | -0.04%-14.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $7,454 | $5,620+32.6% | $4,952+50.5% | $4,742+57.2% |
| Participant deferral / active EE | $7,814 | $6,447+21.2% | $5,638+38.6% | $6,401+22.1% |
| Admin fee / account holder | $384 | $18,096-97.9% | $14,679-97.4% | $11,431-96.6% |