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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 | $195,534 | $167,353+16.8% | $143,797+36.0% | $134,545+45.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.16% | 0.48%-5.6pp | -0.04%-5.1pp | 418.37%-423.5pp |
| Employer contribution / active EE | $5,957 | $5,620+6.0% | $4,952+20.3% | $4,742+25.6% |
| Participant deferral / active EE | $5,309 | $6,447-17.7% | $5,638-5.8% | $6,401-17.1% |
| Admin fee / account holder | $1,701 | $18,096-90.6% | $14,679-88.4% | $11,431-85.1% |