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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 | $247,287 | $167,353+47.8% | $143,797+72.0% | $134,545+83.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.41% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $5,729 | $5,620+1.9% | $4,952+15.7% | $4,742+20.8% |
| Participant deferral / active EE | $10,134 | $6,447+57.2% | $5,638+79.7% | $6,401+58.3% |
| Admin fee / account holder | $8,856 | $18,096-51.1% | $14,679-39.7% | $11,431-22.5% |