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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 | $182,656 | $167,353+9.1% | $143,797+27.0% | $134,545+35.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.99% | 0.48%-8.5pp | -0.04%-7.9pp | 418.37%-426.4pp |
| Employer contribution / active EE | $6,384 | $5,620+13.6% | $4,952+28.9% | $4,742+34.6% |
| Participant deferral / active EE | $3,677 | $6,447-43.0% | $5,638-34.8% | $6,401-42.6% |
| Admin fee / account holder | $249,935 | $18,096+1281.2% | $14,679+1602.7% | $11,431+2086.5% |