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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 | $162,050 | $167,353-3.2% | $143,797+12.7% | $134,545+20.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.36% | 0.48%-13.8pp | -0.04%-13.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $10,784 | $5,620+91.9% | $4,952+117.7% | $4,742+127.4% |
| Participant deferral / active EE | $6,897 | $6,447+7.0% | $5,638+22.3% | $6,401+7.7% |
| Admin fee / account holder | $2,878 | $18,096-84.1% | $14,679-80.4% | $11,431-74.8% |