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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 | $194,834 | $167,362+16.4% | $143,799+35.5% | $134,532+44.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.04% | 0.47%-14.5pp | -0.04%-14.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $7,515 | $5,620+33.7% | $4,952+51.8% | $4,741+58.5% |
| Participant deferral / active EE | $5,928 | $6,447-8.1% | $5,638+5.1% | $6,401-7.4% |
| Admin fee / account holder | $1,724 | $18,094-90.5% | $14,677-88.3% | $11,429-84.9% |