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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 | $189,472 | $167,353+13.2% | $143,797+31.8% | $134,545+40.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.10% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $29,065 | $5,620+417.1% | $4,952+486.9% | $4,742+513.0% |
| Participant deferral / active EE | $15,603 | $6,447+142.0% | $5,638+176.7% | $6,401+143.7% |
| Admin fee / account holder | $586 | $18,096-96.8% | $14,679-96.0% | $11,431-94.9% |