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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 | $215,579 | $167,353+28.8% | $143,797+49.9% | $134,545+60.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.80% | 0.48%-11.3pp | -0.04%-10.8pp | 418.37%-429.2pp |
| Employer contribution / active EE | $13,539 | $5,620+140.9% | $4,952+173.4% | $4,742+185.5% |
| Participant deferral / active EE | $7,500 | $6,447+16.3% | $5,638+33.0% | $6,401+17.2% |
| Admin fee / account holder | $2,217 | $18,096-87.7% | $14,679-84.9% | $11,431-80.6% |