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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 | $162,269 | $167,353-3.0% | $143,797+12.8% | $134,545+20.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.35% | 0.48%-15.8pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $11,022 | $5,620+96.1% | $4,952+122.6% | $4,742+132.4% |
| Participant deferral / active EE | $3,857 | $6,447-40.2% | $5,638-31.6% | $6,401-39.7% |
| Admin fee / account holder | $1,562 | $18,096-91.4% | $14,679-89.4% | $11,431-86.3% |