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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 | $160,641 | $167,533-4.1% | $151,645+5.9% | $134,545+19.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.40% | 7.81%-28.2pp | 3.34%-23.7pp | 418.37%-438.8pp |
| Employer contribution / active EE | $2,451 | $6,828-64.1% | $6,165-60.3% | $4,742-48.3% |
| Participant deferral / active EE | $6,867 | $8,985-23.6% | $8,363-17.9% | $6,401+7.3% |
| Admin fee / account holder | $1,029 | $13,781-92.5% | $11,614-91.1% | $11,431-91.0% |