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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 | $211,706 | $167,362+26.5% | $143,799+47.2% | $134,532+57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.40% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $8,393 | $5,620+49.3% | $4,952+69.5% | $4,741+77.0% |
| Participant deferral / active EE | $8,296 | $6,447+28.7% | $5,638+47.1% | $6,401+29.6% |
| Admin fee / account holder | $2,785 | $18,094-84.6% | $14,677-81.0% | $11,429-75.6% |