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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 | $222,443 | $167,362+32.9% | $143,799+54.7% | $134,532+65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.95% | 0.47%-18.4pp | -0.04%-17.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,003 | $5,620-64.4% | $4,952-59.5% | $4,741-57.7% |
| Participant deferral / active EE | $10,814 | $6,447+67.7% | $5,638+91.8% | $6,401+68.9% |
| Admin fee / account holder | $1,025 | $18,094-94.3% | $14,677-93.0% | $11,429-91.0% |