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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 | $167,353+15.8% | $143,797+34.8% | $134,545+44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.58% | 0.48%-11.1pp | -0.04%-10.5pp | 418.37%-428.9pp |
| Employer contribution / active EE | $3,833 | $5,620-31.8% | $4,952-22.6% | $4,742-19.2% |
| Participant deferral / active EE | $13,990 | $6,447+117.0% | $5,638+148.1% | $6,401+118.6% |
| Admin fee / account holder | $4,590 | $18,096-74.6% | $14,679-68.7% | $11,431-59.8% |