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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 | $233,714 | $142,392+64.1% | $119,622+95.4% | $134,532+73.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.12% | -12.46%-0.7pp | -14.98%+1.9pp | 418.27%-431.4pp |
| Employer contribution / active EE | $17,533 | $5,224+235.6% | $4,232+314.3% | $4,741+269.8% |
| Participant deferral / active EE | $11,176 | $6,467+72.8% | $5,601+99.6% | $6,401+74.6% |
| Admin fee / account holder | $598 | $13,593-95.6% | $10,328-94.2% | $11,429-94.8% |