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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 | $226,563 | $211,946+6.9% | $169,452+33.7% | $135,379+67.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.29% | 3.26%-10.6pp | 1.83%-9.1pp | 519.79%-527.1pp |
| Employer contribution / active EE | $2,159 | $5,117-57.8% | $4,157-48.1% | $4,779-54.8% |
| Participant deferral / active EE | $8,727 | $6,075+43.6% | $5,277+65.4% | $5,609+55.6% |
| Admin fee / account holder | $31,500 | $11,472+174.6% | $9,110+245.8% | $10,828+190.9% |