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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 | $214,981 | $167,352+28.5% | $143,788+49.5% | $134,509+59.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.77% | 0.47%-15.2pp | -0.03%-14.7pp | 418.13%-432.9pp |
| Employer contribution / active EE | $10,973 | $5,620+95.2% | $4,952+121.6% | $4,741+131.5% |
| Participant deferral / active EE | $9,265 | $6,447+43.7% | $5,638+64.3% | $6,400+44.8% |
| Admin fee / account holder | $2,083 | $18,091-88.5% | $14,675-85.8% | $11,427-81.8% |