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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 | $158,760 | $167,353-5.1% | $143,797+10.4% | $134,545+18.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.08% | 0.48%-16.6pp | -0.04%-16.0pp | 418.37%-434.5pp |
| Employer contribution / active EE | $5,862 | $5,620+4.3% | $4,952+18.4% | $4,742+23.6% |
| Participant deferral / active EE | $2,583 | $6,447-59.9% | $5,638-54.2% | $6,401-59.7% |
| Admin fee / account holder | $1,712 | $18,096-90.5% | $14,679-88.3% | $11,431-85.0% |