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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 | $177,106 | $167,353+5.8% | $143,797+23.2% | $134,545+31.6% |
| 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 | $6,222 | $5,620+10.7% | $4,952+25.6% | $4,742+31.2% |
| Participant deferral / active EE | $6,991 | $6,447+8.4% | $5,638+24.0% | $6,401+9.2% |
| Admin fee / account holder | $2,196 | $18,096-87.9% | $14,679-85.0% | $11,431-80.8% |