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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 | $201,251 | $167,353+20.3% | $143,797+40.0% | $134,545+49.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.24% | 0.48%-17.7pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $22,224 | $5,620+295.4% | $4,952+348.7% | $4,742+368.7% |
| Participant deferral / active EE | $20,500 | $6,447+218.0% | $5,638+263.6% | $6,401+220.2% |
| Admin fee / account holder | $1,802 | $18,096-90.0% | $14,679-87.7% | $11,431-84.2% |