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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 | $190,250 | $167,353+13.7% | $143,797+32.3% | $134,545+41.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.33% | 0.48%-16.8pp | -0.04%-16.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $7,414 | $5,620+31.9% | $4,952+49.7% | $4,742+56.4% |
| Participant deferral / active EE | $7,498 | $6,447+16.3% | $5,638+33.0% | $6,401+17.1% |
| Admin fee / account holder | $29,368 | $18,096+62.3% | $14,679+100.1% | $11,431+156.9% |