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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 | $185,649 | $167,353+10.9% | $143,797+29.1% | $134,545+38.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.39% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $7,091 | $5,620+26.2% | $4,952+43.2% | $4,742+49.5% |
| Participant deferral / active EE | $7,664 | $6,447+18.9% | $5,638+35.9% | $6,401+19.7% |
| Admin fee / account holder | $5,061 | $18,096-72.0% | $14,679-65.5% | $11,431-55.7% |