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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 | $175,546 | $167,353+4.9% | $143,797+22.1% | $134,545+30.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.63% | 0.48%-16.1pp | -0.04%-15.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $9,909 | $5,620+76.3% | $4,952+100.1% | $4,742+109.0% |
| Participant deferral / active EE | $7,763 | $6,447+20.4% | $5,638+37.7% | $6,401+21.3% |
| Admin fee / account holder | $4,108 | $18,096-77.3% | $14,679-72.0% | $11,431-64.1% |