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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 | $196,017 | $167,353+17.1% | $143,797+36.3% | $134,545+45.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.69% | 0.48%-13.2pp | -0.04%-12.7pp | 418.37%-431.1pp |
| Employer contribution / active EE | $5,092 | $5,620-9.4% | $4,952+2.8% | $4,742+7.4% |
| Participant deferral / active EE | $4,062 | $6,447-37.0% | $5,638-28.0% | $6,401-36.5% |
| Admin fee / account holder | $2,157 | $18,096-88.1% | $14,679-85.3% | $11,431-81.1% |