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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 | $137,728 | $167,352-17.7% | $143,788-4.2% | $134,509+2.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.87% | 0.47%-17.3pp | -0.03%-16.8pp | 418.13%-435.0pp |
| Employer contribution / active EE | $5,970 | $5,620+6.2% | $4,952+20.6% | $4,741+25.9% |
| Participant deferral / active EE | $8,600 | $6,447+33.4% | $5,638+52.5% | $6,400+34.4% |
| Admin fee / account holder | $1,376 | $18,091-92.4% | $14,675-90.6% | $11,427-88.0% |