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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 | $207,525 | $142,392+45.7% | $119,622+73.5% | $134,532+54.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.61% | -12.46%-7.1pp | -14.98%-4.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $11,641 | $5,224+122.9% | $4,232+175.1% | $4,741+145.5% |
| Participant deferral / active EE | $17,436 | $6,467+169.6% | $5,601+211.3% | $6,401+172.4% |
| Admin fee / account holder | $1,101 | $13,593-91.9% | $10,328-89.3% | $11,429-90.4% |