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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 | $142,361+64.2% | $119,608+95.4% | $134,509+73.8% |
| 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 | 418.13%-431.3pp |
| Employer contribution / active EE | $17,533 | $5,224+235.6% | $4,232+314.3% | $4,741+269.9% |
| Participant deferral / active EE | $11,176 | $6,468+72.8% | $5,601+99.5% | $6,400+74.6% |
| Admin fee / account holder | $598 | $13,588-95.6% | $10,326-94.2% | $11,427-94.8% |