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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 | $208,430 | $167,362+24.5% | $143,799+44.9% | $134,532+54.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.55% | 0.47%-14.0pp | -0.04%-13.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $6,324 | $5,620+12.5% | $4,952+27.7% | $4,741+33.4% |
| Participant deferral / active EE | $23,100 | $6,447+258.3% | $5,638+309.7% | $6,401+260.9% |
| Admin fee / account holder | $892 | $18,094-95.1% | $14,677-93.9% | $11,429-92.2% |