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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 | $151,111 | $167,352-9.7% | $143,788+5.1% | $134,509+12.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.08% | 0.47%-9.6pp | -0.03%-9.0pp | 418.13%-427.2pp |
| Employer contribution / active EE | $8,807 | $5,620+56.7% | $4,952+77.8% | $4,741+85.8% |
| Participant deferral / active EE | $13,631 | $6,447+111.4% | $5,638+141.8% | $6,400+113.0% |
| Admin fee / account holder | $3,190 | $18,091-82.4% | $14,675-78.3% | $11,427-72.1% |