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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 | $146,687 | $142,409+3.0% | $119,634+22.6% | $134,545+9.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.76% | -12.46%-4.3pp | -14.98%-1.8pp | 418.37%-435.1pp |
| Employer contribution / active EE | $5,037 | $5,224-3.6% | $4,232+19.0% | $4,742+6.2% |
| Participant deferral / active EE | $16,032 | $6,468+147.9% | $5,601+186.2% | $6,401+150.5% |
| Admin fee / account holder | $2,094 | $13,594-84.6% | $10,329-79.7% | $11,431-81.7% |