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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 | $238,779 | $167,362+42.7% | $143,799+66.1% | $134,532+77.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.82% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $7,303 | $5,620+29.9% | $4,952+47.5% | $4,741+54.0% |
| Participant deferral / active EE | $7,730 | $6,447+19.9% | $5,638+37.1% | $6,401+20.8% |
| Admin fee / account holder | $3,660 | $18,094-79.8% | $14,677-75.1% | $11,429-68.0% |