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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 | $185,575 | $167,353+10.9% | $143,797+29.1% | $134,545+37.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.54% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $3,337 | $5,620-40.6% | $4,952-32.6% | $4,742-29.6% |
| Participant deferral / active EE | $4,370 | $6,447-32.2% | $5,638-22.5% | $6,401-31.7% |
| Admin fee / account holder | $6,759 | $18,096-62.7% | $14,679-54.0% | $11,431-40.9% |