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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 | $157,166 | $147,167+6.8% | $111,392+41.1% | $135,379+16.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -7.56% | -4.44%-3.1pp | -2.06%-5.5pp | 519.79%-527.3pp |
| Employer contribution / active EE | $6,677 | $5,204+28.3% | $4,328+54.3% | $4,779+39.7% |
| Participant deferral / active EE | $10,319 | $6,565+57.2% | $5,567+85.3% | $5,609+84.0% |
| Admin fee / account holder | $7,256 | $20,270-64.2% | $12,266-40.8% | $10,828-33.0% |