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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 | $219,764 | $167,352+31.3% | $143,788+52.8% | $134,509+63.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.92% | 0.47%-17.4pp | -0.03%-16.9pp | 418.13%-435.1pp |
| Employer contribution / active EE | $7,291 | $5,620+29.7% | $4,952+47.3% | $4,741+53.8% |
| Participant deferral / active EE | $5,716 | $6,447-11.3% | $5,638+1.4% | $6,400-10.7% |
| Admin fee / account holder | $1,440 | $18,091-92.0% | $14,675-90.2% | $11,427-87.4% |