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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 | $208,380 | $167,504+24.4% | $151,628+37.4% | $134,509+54.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.58% | 7.81%-27.4pp | 3.34%-22.9pp | 418.13%-437.7pp |
| Employer contribution / active EE | $3,591 | $6,828-47.4% | $6,165-41.7% | $4,741-24.2% |
| Participant deferral / active EE | $5,691 | $8,985-36.7% | $8,363-31.9% | $6,400-11.1% |
| Admin fee / account holder | $3,360 | $13,779-75.6% | $11,613-71.1% | $11,427-70.6% |