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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 | $193,591 | $167,362+15.7% | $143,799+34.6% | $134,532+43.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.33% | 0.47%-18.8pp | -0.04%-18.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $5,240 | $5,620-6.8% | $4,952+5.8% | $4,741+10.5% |
| Participant deferral / active EE | $10,204 | $6,447+58.3% | $5,638+81.0% | $6,401+59.4% |
| Admin fee / account holder | $8,289 | $18,094-54.2% | $14,677-43.5% | $11,429-27.5% |