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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 | $193,730 | $167,353+15.8% | $143,797+34.7% | $134,545+44.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.05% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $13,941 | $5,620+148.0% | $4,952+181.5% | $4,742+194.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,480 | $18,096-53.1% | $14,679-42.2% | $11,431-25.8% |