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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 | $193,863 | $167,323+15.9% | $143,770+34.8% | $134,493+44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.58% | 0.47%-11.0pp | -0.04%-10.5pp | 418.01%-428.6pp |
| Employer contribution / active EE | $3,833 | $5,619-31.8% | $4,951-22.6% | $4,740-19.1% |
| Participant deferral / active EE | $13,990 | $6,446+117.0% | $5,638+148.2% | $6,400+118.6% |
| Admin fee / account holder | $4,590 | $18,088-74.6% | $14,673-68.7% | $11,425-59.8% |