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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 | $228,068 | $167,353+36.3% | $143,797+58.6% | $134,545+69.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.39% | 0.48%-14.9pp | -0.04%-14.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $8,671 | $5,620+54.3% | $4,952+75.1% | $4,742+82.9% |
| Participant deferral / active EE | $9,934 | $6,447+54.1% | $5,638+76.2% | $6,401+55.2% |
| Admin fee / account holder | $6,178 | $18,096-65.9% | $14,679-57.9% | $11,431-45.9% |