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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 | $193,879 | $167,362+15.8% | $143,799+34.8% | $134,532+44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.33% | 0.47%-13.8pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $1,744 | $5,620-69.0% | $4,952-64.8% | $4,741-63.2% |
| Participant deferral / active EE | $13,000 | $6,447+101.6% | $5,638+130.6% | $6,401+103.1% |
| Admin fee / account holder | $1,429 | $18,094-92.1% | $14,677-90.3% | $11,429-87.5% |