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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 | $177,740 | $167,353+6.2% | $143,797+23.6% | $134,545+32.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.24% | 0.48%-13.7pp | -0.04%-13.2pp | 418.37%-431.6pp |
| Employer contribution / active EE | $7,813 | $5,620+39.0% | $4,952+57.8% | $4,742+64.8% |
| Participant deferral / active EE | $4,252 | $6,447-34.0% | $5,638-24.6% | $6,401-33.6% |
| Admin fee / account holder | $10,021 | $18,096-44.6% | $14,679-31.7% | $11,431-12.3% |