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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 | $176,151 | $167,353+5.3% | $143,797+22.5% | $134,545+30.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.11% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,154 | $5,620-79.5% | $4,952-76.7% | $4,742-75.7% |
| Participant deferral / active EE | $6,521 | $6,447+1.2% | $5,638+15.7% | $6,401+1.9% |
| Admin fee / account holder | $1,144 | $18,096-93.7% | $14,679-92.2% | $11,431-90.0% |