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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 | $201,461 | $167,353+20.4% | $143,797+40.1% | $134,545+49.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.62% | 0.48%-17.1pp | -0.04%-16.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $7,009 | $5,620+24.7% | $4,952+41.5% | $4,742+47.8% |
| Participant deferral / active EE | $10,493 | $6,447+62.8% | $5,638+86.1% | $6,401+63.9% |
| Admin fee / account holder | $39,067 | $18,096+115.9% | $14,679+166.1% | $11,431+241.8% |