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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 | $157,640 | $167,522-5.9% | $151,639+4.0% | $134,532+17.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.12% | 7.81%-26.9pp | 3.34%-22.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $18,943 | $6,828+177.4% | $6,165+207.3% | $4,741+299.6% |
| Participant deferral / active EE | $10,448 | $8,986+16.3% | $8,363+24.9% | $6,401+63.2% |
| Admin fee / account holder | $1,624 | $13,780-88.2% | $11,613-86.0% | $11,429-85.8% |