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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 | $154,959 | $211,946-26.9% | $169,452-8.6% | $135,379+14.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.05% | 3.26%-11.3pp | 1.83%-9.9pp | 519.79%-527.8pp |
| Employer contribution / active EE | $12,790 | $5,117+149.9% | $4,157+207.7% | $4,779+167.6% |
| Participant deferral / active EE | $10,578 | $6,075+74.1% | $5,277+100.5% | $5,609+88.6% |
| Admin fee / account holder | $13,488 | $11,472+17.6% | $9,110+48.1% | $10,828+24.6% |