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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 | $197,167 | $167,353+17.8% | $143,797+37.1% | $134,545+46.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.95% | 0.48%-17.4pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $10,452 | $5,620+86.0% | $4,952+111.1% | $4,742+120.4% |
| Participant deferral / active EE | $6,214 | $6,447-3.6% | $5,638+10.2% | $6,401-2.9% |
| Admin fee / account holder | $570 | $18,096-96.9% | $14,679-96.1% | $11,431-95.0% |