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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 | $245,739 | $167,362+46.8% | $143,799+70.9% | $134,532+82.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.34% | 0.47%-14.8pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $3,697 | $5,620-34.2% | $4,952-25.4% | $4,741-22.0% |
| Participant deferral / active EE | $8,300 | $6,447+28.7% | $5,638+47.2% | $6,401+29.7% |
| Admin fee / account holder | $2,595 | $18,094-85.7% | $14,677-82.3% | $11,429-77.3% |