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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 | $168,074 | $167,353+0.4% | $143,797+16.9% | $134,545+24.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.09% | 0.48%-14.6pp | -0.04%-14.0pp | 418.37%-432.5pp |
| Employer contribution / active EE | $27,831 | $5,620+395.2% | $4,952+462.0% | $4,742+487.0% |
| Participant deferral / active EE | $15,879 | $6,447+146.3% | $5,638+181.6% | $6,401+148.1% |
| Admin fee / account holder | $26,676 | $18,096+47.4% | $14,679+81.7% | $11,431+133.4% |