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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 | $195,336 | $167,353+16.7% | $143,797+35.8% | $134,545+45.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.43% | 0.48%-19.9pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $6,212 | $5,620+10.5% | $4,952+25.4% | $4,742+31.0% |
| Participant deferral / active EE | $9,363 | $6,447+45.2% | $5,638+66.1% | $6,401+46.3% |
| Admin fee / account holder | $2,521 | $18,096-86.1% | $14,679-82.8% | $11,431-77.9% |