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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 | $178,624 | $167,352+6.7% | $143,788+24.2% | $134,509+32.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.38% | 0.47%-17.9pp | -0.03%-17.3pp | 418.13%-435.5pp |
| Employer contribution / active EE | $14,319 | $5,620+154.8% | $4,952+189.2% | $4,741+202.1% |
| Participant deferral / active EE | $13,063 | $6,447+102.6% | $5,638+131.7% | $6,400+104.1% |
| Admin fee / account holder | $10,609 | $18,091-41.4% | $14,675-27.7% | $11,427-7.2% |