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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 | $204,782 | $167,353+22.4% | $143,797+42.4% | $134,545+52.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.39% | 0.48%-19.9pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $9,234 | $5,620+64.3% | $4,952+86.5% | $4,742+94.8% |
| Participant deferral / active EE | $6,637 | $6,447+2.9% | $5,638+17.7% | $6,401+3.7% |
| Admin fee / account holder | $1,996 | $18,096-89.0% | $14,679-86.4% | $11,431-82.5% |