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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 | $233,647 | $142,392+64.1% | $119,622+95.3% | $134,532+73.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.30% | -12.46%+0.2pp | -14.98%+2.7pp | 418.27%-430.6pp |
| Employer contribution / active EE | $17,244 | $5,224+230.1% | $4,232+307.4% | $4,741+263.7% |
| Participant deferral / active EE | $18,076 | $6,467+179.5% | $5,601+222.8% | $6,401+182.4% |
| Admin fee / account holder | $68,870 | $13,593+406.7% | $10,328+566.8% | $11,429+502.6% |