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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 | $148,455 | $167,362-11.3% | $143,799+3.2% | $134,532+10.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.47% | 0.47%-14.9pp | -0.04%-14.4pp | 418.27%-432.7pp |
| Employer contribution / active EE | $8,292 | $5,620+47.5% | $4,952+67.4% | $4,741+74.9% |
| Participant deferral / active EE | $9,143 | $6,447+41.8% | $5,638+62.2% | $6,401+42.8% |
| Admin fee / account holder | $795 | $18,094-95.6% | $14,677-94.6% | $11,429-93.0% |