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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 | $188,399 | $100,772+87.0% | $86,690+117.3% | $134,493+40.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.81% | 29.06%-44.9pp | 35.93%-51.7pp | 418.01%-433.8pp |
| Employer contribution / active EE | $13,611 | $3,490+290.0% | $2,837+379.8% | $4,740+187.1% |
| Participant deferral / active EE | $7,744 | $5,338+45.1% | $4,656+66.3% | $6,400+21.0% |
| Admin fee / account holder | $217,584 | $10,920+1892.6% | $7,490+2805.0% | $11,425+1804.5% |