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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 | $189,260 | $167,353+13.1% | $143,797+31.6% | $134,545+40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.88% | 0.48%-15.4pp | -0.04%-14.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $2,777 | $5,620-50.6% | $4,952-43.9% | $4,742-41.4% |
| Participant deferral / active EE | $6,724 | $6,447+4.3% | $5,638+19.2% | $6,401+5.0% |
| Admin fee / account holder | $3,980 | $18,096-78.0% | $14,679-72.9% | $11,431-65.2% |