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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 | $209,386 | $142,392+47.0% | $119,622+75.0% | $134,532+55.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.65% | -12.46%-6.2pp | -14.98%-3.7pp | 418.27%-436.9pp |
| Employer contribution / active EE | $12,313 | $5,224+135.7% | $4,232+190.9% | $4,741+159.7% |
| Participant deferral / active EE | $14,831 | $6,467+129.3% | $5,601+164.8% | $6,401+131.7% |
| Admin fee / account holder | $1,477 | $13,593-89.1% | $10,328-85.7% | $11,429-87.1% |