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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 | $148,776 | $167,362-11.1% | $143,799+3.5% | $134,532+10.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.51% | 0.47%-15.0pp | -0.04%-14.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $6,831 | $5,620+21.5% | $4,952+37.9% | $4,741+44.1% |
| Participant deferral / active EE | $9,075 | $6,447+40.7% | $5,638+60.9% | $6,401+41.8% |
| Admin fee / account holder | $5,759 | $18,094-68.2% | $14,677-60.8% | $11,429-49.6% |