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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 | $213,190 | $167,362+27.4% | $143,799+48.3% | $134,532+58.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.82% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $3,395 | $5,620-39.6% | $4,952-31.4% | $4,741-28.4% |
| Participant deferral / active EE | $3,825 | $6,447-40.7% | $5,638-32.2% | $6,401-40.2% |
| Admin fee / account holder | $5,164 | $18,094-71.5% | $14,677-64.8% | $11,429-54.8% |