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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 | $201,549 | $167,533+20.3% | $151,645+32.9% | $134,545+49.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.24% | 7.81%-16.1pp | 3.34%-11.6pp | 418.37%-426.6pp |
| Employer contribution / active EE | $2,514 | $6,828-63.2% | $6,165-59.2% | $4,742-47.0% |
| Participant deferral / active EE | $5,837 | $8,985-35.0% | $8,363-30.2% | $6,401-8.8% |
| Admin fee / account holder | $6,371 | $13,781-53.8% | $11,614-45.1% | $11,431-44.3% |