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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 | $167,636 | $167,352+0.2% | $143,788+16.6% | $134,509+24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.96% | 0.47%-14.4pp | -0.03%-13.9pp | 418.13%-432.1pp |
| Employer contribution / active EE | $3,412 | $5,620-39.3% | $4,952-31.1% | $4,741-28.0% |
| Participant deferral / active EE | $3,453 | $6,447-46.4% | $5,638-38.8% | $6,400-46.0% |
| Admin fee / account holder | $854 | $18,091-95.3% | $14,675-94.2% | $11,427-92.5% |