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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 | $157,521 | $167,353-5.9% | $143,797+9.5% | $134,545+17.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.93% | 0.48%-15.4pp | -0.04%-14.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $10,398 | $5,620+85.0% | $4,952+110.0% | $4,742+119.3% |
| Participant deferral / active EE | $7,661 | $6,447+18.8% | $5,638+35.9% | $6,401+19.7% |
| Admin fee / account holder | $6,302 | $18,096-65.2% | $14,679-57.1% | $11,431-44.9% |