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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 | $211,837 | $167,353+26.6% | $143,797+47.3% | $134,545+57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.72% | 0.48%-20.2pp | -0.04%-19.7pp | 418.37%-438.1pp |
| Employer contribution / active EE | $7,588 | $5,620+35.0% | $4,952+53.2% | $4,742+60.0% |
| Participant deferral / active EE | $5,399 | $6,447-16.3% | $5,638-4.3% | $6,401-15.7% |
| Admin fee / account holder | $1,696 | $18,096-90.6% | $14,679-88.4% | $11,431-85.2% |