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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 | $235,756 | $167,353+40.9% | $143,797+63.9% | $134,545+75.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.38% | 0.48%-17.9pp | -0.04%-17.3pp | 418.37%-435.8pp |
| Employer contribution / active EE | $7,300 | $5,620+29.9% | $4,952+47.4% | $4,742+54.0% |
| Participant deferral / active EE | $9,355 | $6,447+45.1% | $5,638+65.9% | $6,401+46.1% |
| Admin fee / account holder | $40,313 | $18,096+122.8% | $14,679+174.6% | $11,431+252.7% |