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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 | $201,637 | $127,387+58.3% | $115,038+75.3% | $125,389+60.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.15% | 31.28%-34.4pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $4,758 | $5,166-7.9% | $4,608+3.3% | $4,866-2.2% |
| Participant deferral / active EE | $8,405 | $6,423+30.9% | $6,026+39.5% | $5,352+57.1% |
| Admin fee / account holder | $27,337 | $9,516+187.3% | $8,175+234.4% | $9,541+186.5% |