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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 | $159,971 | $167,522-4.5% | $151,639+5.5% | $134,532+18.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.30% | 7.81%-26.1pp | 3.34%-21.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $3,683 | $6,828-46.1% | $6,165-40.3% | $4,741-22.3% |
| Participant deferral / active EE | $17,925 | $8,986+99.5% | $8,363+114.3% | $6,401+180.0% |
| Admin fee / account holder | $1,897 | $13,780-86.2% | $11,613-83.7% | $11,429-83.4% |