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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 | $202,611 | $167,353+21.1% | $143,797+40.9% | $134,545+50.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.66% | 0.48%-19.1pp | -0.04%-18.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $18,716 | $5,620+233.0% | $4,952+277.9% | $4,742+294.7% |
| Participant deferral / active EE | $10,755 | $6,447+66.8% | $5,638+90.7% | $6,401+68.0% |
| Admin fee / account holder | $42,005 | $18,096+132.1% | $14,679+186.2% | $11,431+267.5% |