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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 | $158,284 | $167,362-5.4% | $143,799+10.1% | $134,532+17.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.78% | 0.47%-14.3pp | -0.04%-13.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $2,793 | $5,620-50.3% | $4,952-43.6% | $4,741-41.1% |
| Participant deferral / active EE | $7,700 | $6,447+19.4% | $5,638+36.6% | $6,401+20.3% |
| Admin fee / account holder | $1,695 | $18,094-90.6% | $14,677-88.5% | $11,429-85.2% |