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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 | $204,028 | $167,353+21.9% | $143,797+41.9% | $134,545+51.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.81% | 0.48%-19.3pp | -0.04%-18.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,680 | $5,620-52.3% | $4,952-45.9% | $4,742-43.5% |
| Participant deferral / active EE | $10,723 | $6,447+66.3% | $5,638+90.2% | $6,401+67.5% |
| Admin fee / account holder | $2,359 | $18,096-87.0% | $14,679-83.9% | $11,431-79.4% |