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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 | $177,349 | $167,353+6.0% | $143,797+23.3% | $134,545+31.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.05% | 0.48%-13.5pp | -0.04%-13.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $10,103 | $5,620+79.8% | $4,952+104.0% | $4,742+113.1% |
| Participant deferral / active EE | $8,892 | $6,447+37.9% | $5,638+57.7% | $6,401+38.9% |
| Admin fee / account holder | $13,335 | $18,096-26.3% | $14,679-9.2% | $11,431+16.7% |