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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 | $179,593 | $167,323+7.3% | $143,770+24.9% | $134,493+33.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.34% | 0.47%-15.8pp | -0.04%-15.3pp | 418.01%-433.4pp |
| Employer contribution / active EE | $14,952 | $5,619+166.1% | $4,951+202.0% | $4,740+215.5% |
| Participant deferral / active EE | $13,950 | $6,446+116.4% | $5,638+147.4% | $6,400+118.0% |
| Admin fee / account holder | $3,289 | $18,088-81.8% | $14,673-77.6% | $11,425-71.2% |