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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 | $167,323+42.2% | $143,770+65.4% | $134,493+76.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.17% | 0.47%-16.6pp | -0.04%-16.1pp | 418.01%-434.2pp |
| Employer contribution / active EE | $24,322 | $5,619+332.8% | $4,951+391.2% | $4,740+413.1% |
| Participant deferral / active EE | $9,122 | $6,446+41.5% | $5,638+61.8% | $6,400+42.5% |
| Admin fee / account holder | $8,660 | $18,088-52.1% | $14,673-41.0% | $11,425-24.2% |