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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 | $217,379 | $167,353+29.9% | $143,797+51.2% | $134,545+61.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.70% | 0.48%-16.2pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $21,296 | $5,620+278.9% | $4,952+330.0% | $4,742+349.1% |
| Participant deferral / active EE | $13,625 | $6,447+111.3% | $5,638+141.6% | $6,401+112.8% |
| Admin fee / account holder | $18,495 | $18,096+2.2% | $14,679+26.0% | $11,431+61.8% |