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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 | $165,734 | $158,852+4.3% | $121,220+36.7% | $135,379+22.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.76% | -0.64%-7.1pp | 16.94%-24.7pp | 519.79%-527.6pp |
| Employer contribution / active EE | $36,500 | $5,666+544.2% | $4,023+807.4% | $4,779+663.8% |
| Participant deferral / active EE | $18,500 | $4,006+361.9% | $3,345+453.0% | $5,609+229.8% |
| Admin fee / account holder | $1,187 | $6,515-81.8% | $5,021-76.4% | $10,828-89.0% |