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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 | $228,326 | $167,362+36.4% | $143,799+58.8% | $134,532+69.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.80% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $5,298 | $5,620-5.7% | $4,952+7.0% | $4,741+11.7% |
| Participant deferral / active EE | $11,875 | $6,447+84.2% | $5,638+110.6% | $6,401+85.5% |
| Admin fee / account holder | $2,015 | $18,094-88.9% | $14,677-86.3% | $11,429-82.4% |