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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 | $213,512 | $167,353+27.6% | $143,797+48.5% | $134,545+58.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.36% | 0.48%-18.8pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $8,416 | $5,620+49.7% | $4,952+69.9% | $4,742+77.5% |
| Participant deferral / active EE | $8,040 | $6,447+24.7% | $5,638+42.6% | $6,401+25.6% |
| Admin fee / account holder | $16,637 | $18,096-8.1% | $14,679+13.3% | $11,431+45.6% |