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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 | $197,111 | $140,592+40.2% | $123,105+60.1% | $125,389+57.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.72% | 16.80%-18.5pp | 13.22%-14.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $21,624 | $6,041+257.9% | $5,151+319.8% | $4,866+344.4% |
| Participant deferral / active EE | $16,660 | $6,980+138.7% | $6,229+167.4% | $5,352+211.3% |
| Admin fee / account holder | $5,681 | $11,198-49.3% | $9,014-37.0% | $9,541-40.5% |