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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 | $170,902 | $167,352+2.1% | $143,788+18.9% | $134,509+27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.50% | 0.47%-19.0pp | -0.03%-18.5pp | 418.13%-436.6pp |
| Employer contribution / active EE | $3,257 | $5,620-42.0% | $4,952-34.2% | $4,741-31.3% |
| Participant deferral / active EE | $19,199 | $6,447+197.8% | $5,638+240.5% | $6,400+200.0% |
| Admin fee / account holder | $9,665 | $18,091-46.6% | $14,675-34.1% | $11,427-15.4% |