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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 | $211,299 | $167,362+26.3% | $143,799+46.9% | $134,532+57.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.08% | 0.47%-14.6pp | -0.04%-14.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $8,552 | $5,620+52.2% | $4,952+72.7% | $4,741+80.4% |
| Participant deferral / active EE | $5,141 | $6,447-20.3% | $5,638-8.8% | $6,401-19.7% |
| Admin fee / account holder | $5,513 | $18,094-69.5% | $14,677-62.4% | $11,429-51.8% |