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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 | $168,605 | $167,362+0.7% | $143,799+17.3% | $134,532+25.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.67% | 0.47%-16.1pp | -0.04%-15.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $7,994 | $5,620+42.2% | $4,952+61.4% | $4,741+68.6% |
| Participant deferral / active EE | $4,854 | $6,447-24.7% | $5,638-13.9% | $6,401-24.2% |
| Admin fee / account holder | $80,230 | $18,094+343.4% | $14,677+446.6% | $11,429+602.0% |