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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 | $155,575 | $167,522-7.1% | $151,639+2.6% | $134,532+15.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.57% | 7.81%-21.4pp | 3.34%-16.9pp | 418.27%-431.8pp |
| Employer contribution / active EE | $6,502 | $6,828-4.8% | $6,165+5.5% | $4,741+37.1% |
| Participant deferral / active EE | $9,854 | $8,986+9.7% | $8,363+17.8% | $6,401+53.9% |
| Admin fee / account holder | $6,000 | $13,780-56.5% | $11,613-48.3% | $11,429-47.5% |