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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 | $230,500 | $167,353+37.7% | $143,797+60.3% | $134,545+71.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.17% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $10,066 | $5,620+79.1% | $4,952+103.3% | $4,742+112.3% |
| Participant deferral / active EE | $13,257 | $6,447+105.6% | $5,638+135.1% | $6,401+107.1% |
| Admin fee / account holder | $8,062 | $18,096-55.4% | $14,679-45.1% | $11,431-29.5% |