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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 | $167,928 | $167,362+0.3% | $143,799+16.8% | $134,532+24.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.09% | 0.47%-8.6pp | -0.04%-8.0pp | 418.27%-426.4pp |
| Employer contribution / active EE | $2,500 | $5,620-55.5% | $4,952-49.5% | $4,741-47.3% |
| Participant deferral / active EE | $9,867 | $6,447+53.0% | $5,638+75.0% | $6,401+54.1% |
| Admin fee / account holder | $1,519 | $18,094-91.6% | $14,677-89.7% | $11,429-86.7% |