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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 | $205,285 | $167,353+22.7% | $143,797+42.8% | $134,545+52.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.90% | 0.48%-18.4pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $8,327 | $5,620+48.1% | $4,952+68.1% | $4,742+75.6% |
| Participant deferral / active EE | $10,407 | $6,447+61.4% | $5,638+84.6% | $6,401+62.6% |
| Admin fee / account holder | $2,439 | $18,096-86.5% | $14,679-83.4% | $11,431-78.7% |