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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 | $173,108 | $167,353+3.4% | $143,797+20.4% | $134,545+28.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.48% | 0.48%-18.0pp | -0.04%-17.4pp | 418.37%-435.9pp |
| Employer contribution / active EE | $5,876 | $5,620+4.5% | $4,952+18.6% | $4,742+23.9% |
| Participant deferral / active EE | $6,621 | $6,447+2.7% | $5,638+17.4% | $6,401+3.4% |
| Admin fee / account holder | $486 | $18,096-97.3% | $14,679-96.7% | $11,431-95.7% |