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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 | $191,961 | $167,353+14.7% | $143,797+33.5% | $134,545+42.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.38% | 0.48%-16.9pp | -0.04%-16.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,543 | $5,620-54.8% | $4,952-48.7% | $4,742-46.4% |
| Participant deferral / active EE | $7,627 | $6,447+18.3% | $5,638+35.3% | $6,401+19.1% |
| Admin fee / account holder | $794 | $18,096-95.6% | $14,679-94.6% | $11,431-93.1% |