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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 | $184,744 | $167,362+10.4% | $143,799+28.5% | $134,532+37.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.08% | 0.47%-14.6pp | -0.04%-14.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $8,404 | $5,620+49.5% | $4,952+69.7% | $4,741+77.3% |
| Participant deferral / active EE | $8,540 | $6,447+32.5% | $5,638+51.5% | $6,401+33.4% |
| Admin fee / account holder | $21,694 | $18,094+19.9% | $14,677+47.8% | $11,429+89.8% |