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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 | $186,203 | $142,361+30.8% | $119,608+55.7% | $134,509+38.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.05% | -12.46%-6.6pp | -14.98%-4.1pp | 418.13%-437.2pp |
| Employer contribution / active EE | $5,047 | $5,224-3.4% | $4,232+19.2% | $4,741+6.5% |
| Participant deferral / active EE | $16,050 | $6,468+148.1% | $5,601+186.5% | $6,400+150.8% |
| Admin fee / account holder | $2,779 | $13,588-79.5% | $10,326-73.1% | $11,427-75.7% |