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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 | $237,854 | $167,353+42.1% | $143,797+65.4% | $134,545+76.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.17% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $24,322 | $5,620+332.7% | $4,952+391.1% | $4,742+413.0% |
| Participant deferral / active EE | $9,122 | $6,447+41.5% | $5,638+61.8% | $6,401+42.5% |
| Admin fee / account holder | $8,660 | $18,096-52.1% | $14,679-41.0% | $11,431-24.2% |