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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 | $195,977 | $167,353+17.1% | $143,797+36.3% | $134,545+45.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.14% | 0.48%-12.6pp | -0.04%-12.1pp | 418.37%-430.5pp |
| Employer contribution / active EE | $6,210 | $5,620+10.5% | $4,952+25.4% | $4,742+31.0% |
| Participant deferral / active EE | $5,790 | $6,447-10.2% | $5,638+2.7% | $6,401-9.5% |
| Admin fee / account holder | $7,162 | $18,096-60.4% | $14,679-51.2% | $11,431-37.3% |