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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 | $200,050 | $167,353+19.5% | $143,797+39.1% | $134,545+48.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.02% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $5,264 | $5,620-6.3% | $4,952+6.3% | $4,742+11.0% |
| Participant deferral / active EE | $10,115 | $6,447+56.9% | $5,638+79.4% | $6,401+58.0% |
| Admin fee / account holder | $11,372 | $18,096-37.2% | $14,679-22.5% | $11,431-0.5% |