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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 | $180,876 | $167,353+8.1% | $143,797+25.8% | $134,545+34.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.66% | 0.48%-15.1pp | -0.04%-14.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $6,855 | $5,620+22.0% | $4,952+38.4% | $4,742+44.6% |
| Participant deferral / active EE | $8,018 | $6,447+24.4% | $5,638+42.2% | $6,401+25.3% |
| Admin fee / account holder | $1,178 | $18,096-93.5% | $14,679-92.0% | $11,431-89.7% |