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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 | $191,147 | $167,362+14.2% | $143,799+32.9% | $134,532+42.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.47% | 0.47%-10.9pp | -0.04%-10.4pp | 418.27%-428.7pp |
| Employer contribution / active EE | $7,552 | $5,620+34.4% | $4,952+52.5% | $4,741+59.3% |
| Participant deferral / active EE | $4,764 | $6,447-26.1% | $5,638-15.5% | $6,401-25.6% |
| Admin fee / account holder | $4,876 | $18,094-73.1% | $14,677-66.8% | $11,429-57.3% |