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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 | $247,154 | $167,353+47.7% | $143,797+71.9% | $134,545+83.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.19% | 0.48%-14.7pp | -0.04%-14.1pp | 418.37%-432.6pp |
| Employer contribution / active EE | $12,554 | $5,620+123.4% | $4,952+153.5% | $4,742+164.8% |
| Participant deferral / active EE | $5,341 | $6,447-17.2% | $5,638-5.3% | $6,401-16.6% |
| Admin fee / account holder | $2,780 | $18,096-84.6% | $14,679-81.1% | $11,431-75.7% |