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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 | $197,157 | $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 | -17.99% | 0.48%-18.5pp | -0.04%-17.9pp | 418.37%-436.4pp |
| Employer contribution / active EE | $4,498 | $5,620-20.0% | $4,952-9.2% | $4,742-5.1% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.2% | $6,401+181.2% |
| Admin fee / account holder | $2,993 | $18,096-83.5% | $14,679-79.6% | $11,431-73.8% |