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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 | $244,937 | $175,646+39.4% | $129,118+89.7% | $134,532+82.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -9.35% | -11.39%+2.0pp | -10.94%+1.6pp | 418.27%-427.6pp |
| Employer contribution / active EE | $6,428 | $6,355+1.2% | $5,051+27.3% | $4,741+35.6% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,486 | $23,578-13.1% | $14,305+43.2% | $11,429+79.3% |