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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 | $143,484 | $167,353-14.3% | $143,797-0.2% | $134,545+6.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.86% | 0.48%-15.3pp | -0.04%-14.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $10,398 | $5,620+85.0% | $4,952+110.0% | $4,742+119.3% |
| Participant deferral / active EE | $7,374 | $6,447+14.4% | $5,638+30.8% | $6,401+15.2% |
| Admin fee / account holder | $912 | $18,096-95.0% | $14,679-93.8% | $11,431-92.0% |