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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 | $230,859 | $167,353+37.9% | $143,797+60.5% | $134,545+71.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.63% | 0.48%-10.1pp | -0.04%-9.6pp | 418.37%-428.0pp |
| Employer contribution / active EE | $3,391 | $5,620-39.7% | $4,952-31.5% | $4,742-28.5% |
| Participant deferral / active EE | $4,984 | $6,447-22.7% | $5,638-11.6% | $6,401-22.1% |
| Admin fee / account holder | $2,487 | $18,096-86.3% | $14,679-83.1% | $11,431-78.2% |