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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 | $172,341 | $142,361+21.1% | $119,608+44.1% | $134,509+28.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.17% | -12.46%-1.7pp | -14.98%+0.8pp | 418.13%-432.3pp |
| Employer contribution / active EE | $8,606 | $5,224+64.8% | $4,232+103.3% | $4,741+81.5% |
| Participant deferral / active EE | $11,131 | $6,468+72.1% | $5,601+98.7% | $6,400+73.9% |
| Admin fee / account holder | $1,015 | $13,588-92.5% | $10,326-90.2% | $11,427-91.1% |