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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 | $189,304 | $167,323+13.1% | $143,770+31.7% | $134,493+40.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.27% | 0.47%-18.7pp | -0.04%-18.2pp | 418.01%-436.3pp |
| Employer contribution / active EE | $3,020 | $5,619-46.3% | $4,951-39.0% | $4,740-36.3% |
| Participant deferral / active EE | $8,636 | $6,446+34.0% | $5,638+53.2% | $6,400+34.9% |
| Admin fee / account holder | $5,249 | $18,088-71.0% | $14,673-64.2% | $11,425-54.1% |