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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 | $188,635 | $167,352+12.7% | $143,788+31.2% | $134,509+40.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.20% | 0.47%-17.7pp | -0.03%-17.2pp | 418.13%-435.3pp |
| Employer contribution / active EE | $2,933 | $5,620-47.8% | $4,952-40.8% | $4,741-38.1% |
| Participant deferral / active EE | $6,257 | $6,447-2.9% | $5,638+11.0% | $6,400-2.2% |
| Admin fee / account holder | $15,551 | $18,091-14.0% | $14,675+6.0% | $11,427+36.1% |