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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 | $145,371 | $167,362-13.1% | $143,799+1.1% | $134,532+8.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.95% | 0.47%-12.4pp | -0.04%-11.9pp | 418.27%-430.2pp |
| Employer contribution / active EE | $6,329 | $5,620+12.6% | $4,952+27.8% | $4,741+33.5% |
| Participant deferral / active EE | $4,748 | $6,447-26.4% | $5,638-15.8% | $6,401-25.8% |
| Admin fee / account holder | $1,865 | $18,094-89.7% | $14,677-87.3% | $11,429-83.7% |