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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 | $192,187 | $142,409+35.0% | $119,634+60.6% | $134,545+42.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.25% | -12.46%-3.8pp | -14.98%-1.3pp | 418.37%-434.6pp |
| Employer contribution / active EE | $5,439 | $5,224+4.1% | $4,232+28.5% | $4,742+14.7% |
| Participant deferral / active EE | $11,134 | $6,468+72.1% | $5,601+98.8% | $6,401+73.9% |
| Admin fee / account holder | $10,101 | $13,594-25.7% | $10,329-2.2% | $11,431-11.6% |