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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 | $195,787 | $167,362+17.0% | $143,799+36.2% | $134,532+45.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.21% | 0.47%-16.7pp | -0.04%-16.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $6,183 | $5,620+10.0% | $4,952+24.9% | $4,741+30.4% |
| Participant deferral / active EE | $6,790 | $6,447+5.3% | $5,638+20.4% | $6,401+6.1% |
| Admin fee / account holder | $4,495 | $18,094-75.2% | $14,677-69.4% | $11,429-60.7% |