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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 | $249,408 | $167,353+49.0% | $143,797+73.4% | $134,545+85.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.97% | 0.48%-15.4pp | -0.04%-14.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $15,820 | $5,620+181.5% | $4,952+219.4% | $4,742+233.6% |
| Participant deferral / active EE | $3,419 | $6,447-47.0% | $5,638-39.4% | $6,401-46.6% |
| Admin fee / account holder | $1,487 | $18,096-91.8% | $14,679-89.9% | $11,431-87.0% |