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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 | $226,589 | $167,353+35.4% | $143,797+57.6% | $134,545+68.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.51% | 0.48%-17.0pp | -0.04%-16.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $12,114 | $5,620+115.5% | $4,952+144.6% | $4,742+155.5% |
| Participant deferral / active EE | $6,750 | $6,447+4.7% | $5,638+19.7% | $6,401+5.4% |
| Admin fee / account holder | $2,242 | $18,096-87.6% | $14,679-84.7% | $11,431-80.4% |