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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 | $183,602 | $167,353+9.7% | $143,797+27.7% | $134,545+36.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.70% | 0.48%-15.2pp | -0.04%-14.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $2,695 | $5,620-52.1% | $4,952-45.6% | $4,742-43.2% |
| Participant deferral / active EE | $6,146 | $6,447-4.7% | $5,638+9.0% | $6,401-4.0% |
| Admin fee / account holder | $2,935 | $18,096-83.8% | $14,679-80.0% | $11,431-74.3% |