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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 | $239,941 | $167,353+43.4% | $143,797+66.9% | $134,545+78.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.66% | 0.48%-18.1pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $5,255 | $5,620-6.5% | $4,952+6.1% | $4,742+10.8% |
| Participant deferral / active EE | $6,799 | $6,447+5.5% | $5,638+20.6% | $6,401+6.2% |
| Admin fee / account holder | $7,050 | $18,096-61.0% | $14,679-52.0% | $11,431-38.3% |