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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 | $194,562 | $142,361+36.7% | $119,608+62.7% | $134,509+44.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | -12.46%-5.9pp | -14.98%-3.4pp | 418.13%-436.5pp |
| Employer contribution / active EE | $9,624 | $5,224+84.2% | $4,232+127.4% | $4,741+103.0% |
| Participant deferral / active EE | $12,606 | $6,468+94.9% | $5,601+125.1% | $6,400+97.0% |
| Admin fee / account holder | $1,011 | $13,588-92.6% | $10,326-90.2% | $11,427-91.2% |