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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 | $179,938 | $167,362+7.5% | $143,799+25.1% | $134,532+33.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.84% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $14,180 | $5,620+152.3% | $4,952+186.3% | $4,741+199.1% |
| Participant deferral / active EE | $4,676 | $6,447-27.5% | $5,638-17.1% | $6,401-26.9% |
| Admin fee / account holder | $7,692 | $18,094-57.5% | $14,677-47.6% | $11,429-32.7% |