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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 | $242,244 | $167,323+44.8% | $143,770+68.5% | $134,493+80.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.07% | 0.47%-15.5pp | -0.04%-15.0pp | 418.01%-433.1pp |
| Employer contribution / active EE | $5,835 | $5,619+3.8% | $4,951+17.9% | $4,740+23.1% |
| Participant deferral / active EE | $25,000 | $6,446+287.8% | $5,638+343.5% | $6,400+290.6% |
| Admin fee / account holder | $7,020 | $18,088-61.2% | $14,673-52.2% | $11,425-38.6% |