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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 | $199,551 | $167,353+19.2% | $143,797+38.8% | $134,545+48.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.94% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $5,269 | $5,620-6.3% | $4,952+6.4% | $4,742+11.1% |
| Participant deferral / active EE | $5,209 | $6,447-19.2% | $5,638-7.6% | $6,401-18.6% |
| Admin fee / account holder | $561 | $18,096-96.9% | $14,679-96.2% | $11,431-95.1% |