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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 | $172,694 | $167,353+3.2% | $143,797+20.1% | $134,545+28.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.18% | 0.48%-16.7pp | -0.04%-16.1pp | 418.37%-434.6pp |
| Employer contribution / active EE | $9,586 | $5,620+70.6% | $4,952+93.6% | $4,742+102.2% |
| Participant deferral / active EE | $9,664 | $6,447+49.9% | $5,638+71.4% | $6,401+51.0% |
| Admin fee / account holder | $5,350 | $18,096-70.4% | $14,679-63.6% | $11,431-53.2% |