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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 | $212,351 | $142,409+49.1% | $119,634+77.5% | $134,545+57.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.36% | -12.46%-2.9pp | -14.98%-0.4pp | 418.37%-433.7pp |
| Employer contribution / active EE | $7,890 | $5,224+51.0% | $4,232+86.4% | $4,742+66.4% |
| Participant deferral / active EE | $4,501 | $6,468-30.4% | $5,601-19.6% | $6,401-29.7% |
| Admin fee / account holder | $1,848 | $13,594-86.4% | $10,329-82.1% | $11,431-83.8% |