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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 | $163,312 | $167,522-2.5% | $151,639+7.7% | $134,532+21.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.39% | 7.81%-28.2pp | 3.34%-23.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $4,330 | $6,828-36.6% | $6,165-29.8% | $4,741-8.7% |
| Participant deferral / active EE | $13,367 | $8,986+48.8% | $8,363+59.8% | $6,401+108.8% |
| Admin fee / account holder | $966 | $13,780-93.0% | $11,613-91.7% | $11,429-91.6% |