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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 | $194,653 | $167,362+16.3% | $143,799+35.4% | $134,532+44.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.14% | 0.47%-14.6pp | -0.04%-14.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $9,824 | $5,620+74.8% | $4,952+98.4% | $4,741+107.2% |
| Participant deferral / active EE | $7,111 | $6,447+10.3% | $5,638+26.1% | $6,401+11.1% |
| Admin fee / account holder | $1,787 | $18,094-90.1% | $14,677-87.8% | $11,429-84.4% |