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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 | $150,421 | $167,522-10.2% | $151,639-0.8% | $134,532+11.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.09% | 7.81%-27.9pp | 3.34%-23.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $4,189 | $6,828-38.7% | $6,165-32.1% | $4,741-11.6% |
| Participant deferral / active EE | $9,924 | $8,986+10.4% | $8,363+18.7% | $6,401+55.0% |
| Admin fee / account holder | $408 | $13,780-97.0% | $11,613-96.5% | $11,429-96.4% |