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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 | $136,363 | $167,353-18.5% | $143,797-5.2% | $134,545+1.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.97% | 0.48%-16.5pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $6,887 | $5,620+22.5% | $4,952+39.1% | $4,742+45.2% |
| Participant deferral / active EE | $7,575 | $6,447+17.5% | $5,638+34.4% | $6,401+18.3% |
| Admin fee / account holder | $11,126 | $18,096-38.5% | $14,679-24.2% | $11,431-2.7% |