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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 | $165,369 | $167,353-1.2% | $143,797+15.0% | $134,545+22.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.56% | 0.48%-11.0pp | -0.04%-10.5pp | 418.37%-428.9pp |
| Employer contribution / active EE | $3,718 | $5,620-33.8% | $4,952-24.9% | $4,742-21.6% |
| Participant deferral / active EE | $11,646 | $6,447+80.6% | $5,638+106.6% | $6,401+81.9% |
| Admin fee / account holder | $737 | $18,096-95.9% | $14,679-95.0% | $11,431-93.6% |