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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 | $240,948 | $167,353+44.0% | $143,797+67.6% | $134,545+79.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -5.11% | 0.48%-5.6pp | -0.04%-5.1pp | 418.37%-423.5pp |
| Employer contribution / active EE | $10,293 | $5,620+83.1% | $4,952+107.8% | $4,742+117.1% |
| Participant deferral / active EE | $4,889 | $6,447-24.2% | $5,638-13.3% | $6,401-23.6% |
| Admin fee / account holder | $1,147 | $18,096-93.7% | $14,679-92.2% | $11,431-90.0% |