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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 | $219,460 | $127,387+72.3% | $115,038+90.8% | $125,389+75.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.77% | 31.28%-33.1pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $8,077 | $5,166+56.4% | $4,608+75.3% | $4,866+66.0% |
| Participant deferral / active EE | $10,525 | $6,423+63.9% | $6,026+74.6% | $5,352+96.7% |
| Admin fee / account holder | $4,526 | $9,516-52.4% | $8,175-44.6% | $9,541-52.6% |