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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 | $193,363 | $167,362+15.5% | $143,799+34.5% | $134,532+43.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.70% | 0.47%-15.2pp | -0.04%-14.7pp | 418.27%-433.0pp |
| Employer contribution / active EE | $15,629 | $5,620+178.1% | $4,952+215.6% | $4,741+229.6% |
| Participant deferral / active EE | $11,047 | $6,447+71.3% | $5,638+95.9% | $6,401+72.6% |
| Admin fee / account holder | $6,449 | $18,094-64.4% | $14,677-56.1% | $11,429-43.6% |