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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 | $209,485 | $167,323+25.2% | $143,770+45.7% | $134,493+55.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.47% | 0.47%-12.9pp | -0.04%-12.4pp | 418.01%-430.5pp |
| Employer contribution / active EE | $4,029 | $5,619-28.3% | $4,951-18.6% | $4,740-15.0% |
| Participant deferral / active EE | $4,020 | $6,446-37.6% | $5,638-28.7% | $6,400-37.2% |
| Admin fee / account holder | $9,721 | $18,088-46.3% | $14,673-33.7% | $11,425-14.9% |