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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 | $210,336 | $167,362+25.7% | $143,799+46.3% | $134,532+56.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.52% | 0.47%-9.0pp | -0.04%-8.5pp | 418.27%-426.8pp |
| Employer contribution / active EE | $8,990 | $5,620+59.9% | $4,952+81.5% | $4,741+89.6% |
| Participant deferral / active EE | $9,229 | $6,447+43.1% | $5,638+63.7% | $6,401+44.2% |
| Admin fee / account holder | $2,507 | $18,094-86.1% | $14,677-82.9% | $11,429-78.1% |