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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 | $155,518 | $167,362-7.1% | $143,799+8.2% | $134,532+15.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.47% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $7,540 | $5,620+34.2% | $4,952+52.3% | $4,741+59.0% |
| Participant deferral / active EE | $8,581 | $6,447+33.1% | $5,638+52.2% | $6,401+34.1% |
| Admin fee / account holder | $1,223 | $18,094-93.2% | $14,677-91.7% | $11,429-89.3% |