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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 | $210,495 | $167,362+25.8% | $143,799+46.4% | $134,532+56.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.34% | 0.47%-14.8pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $6,022 | $5,620+7.1% | $4,952+21.6% | $4,741+27.0% |
| Participant deferral / active EE | $7,267 | $6,447+12.7% | $5,638+28.9% | $6,401+13.5% |
| Admin fee / account holder | $52,429 | $18,094+189.8% | $14,677+257.2% | $11,429+358.8% |