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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 | $100,811+86.9% | $86,698+117.3% | $134,545+40.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.81% | 29.11%-44.9pp | 35.96%-51.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $13,611 | $3,490+290.0% | $2,837+379.8% | $4,742+187.1% |
| Participant deferral / active EE | $7,744 | $5,339+45.0% | $4,656+66.3% | $6,401+21.0% |
| Admin fee / account holder | $217,584 | $10,926+1891.4% | $7,492+2804.2% | $11,431+1803.5% |