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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 | $169,586 | $167,353+1.3% | $143,797+17.9% | $134,545+26.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.46% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $3,885 | $5,620-30.9% | $4,952-21.5% | $4,742-18.1% |
| Participant deferral / active EE | $10,142 | $6,447+57.3% | $5,638+79.9% | $6,401+58.4% |
| Admin fee / account holder | $1,976 | $18,096-89.1% | $14,679-86.5% | $11,431-82.7% |