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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 | $187,311 | $142,392+31.5% | $119,622+56.6% | $134,532+39.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.99% | -12.46%-3.5pp | -14.98%-1.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $6,475 | $5,224+24.0% | $4,232+53.0% | $4,741+36.6% |
| Participant deferral / active EE | $8,860 | $6,467+37.0% | $5,601+58.2% | $6,401+38.4% |
| Admin fee / account holder | $7,496 | $13,593-44.9% | $10,328-27.4% | $11,429-34.4% |