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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 | $228,504 | $167,362+36.5% | $143,799+58.9% | $134,532+69.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.89% | 0.47%-14.4pp | -0.04%-13.8pp | 418.27%-432.2pp |
| Employer contribution / active EE | $14,750 | $5,620+162.4% | $4,952+197.9% | $4,741+211.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $27,883 | $18,094+54.1% | $14,677+90.0% | $11,429+144.0% |