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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 | $142,392+36.6% | $119,622+62.6% | $134,532+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 | 418.27%-436.7pp |
| Employer contribution / active EE | $9,624 | $5,224+84.2% | $4,232+127.4% | $4,741+103.0% |
| Participant deferral / active EE | $12,606 | $6,467+94.9% | $5,601+125.1% | $6,401+96.9% |
| Admin fee / account holder | $1,011 | $13,593-92.6% | $10,328-90.2% | $11,429-91.2% |