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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 | $190,047 | $167,352+13.6% | $143,788+32.2% | $134,509+41.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.24% | 0.47%-16.7pp | -0.03%-16.2pp | 418.13%-434.4pp |
| Employer contribution / active EE | $5,677 | $5,620+1.0% | $4,952+14.6% | $4,741+19.7% |
| Participant deferral / active EE | $9,515 | $6,447+47.6% | $5,638+68.8% | $6,400+48.7% |
| Admin fee / account holder | $921 | $18,091-94.9% | $14,675-93.7% | $11,427-91.9% |