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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 | $248,863 | $167,362+48.7% | $143,799+73.1% | $134,532+85.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.93% | 0.47%-16.4pp | -0.04%-15.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $16,199 | $5,620+188.2% | $4,952+227.1% | $4,741+241.7% |
| Participant deferral / active EE | $11,516 | $6,447+78.6% | $5,638+104.2% | $6,401+79.9% |
| Admin fee / account holder | $583 | $18,094-96.8% | $14,677-96.0% | $11,429-94.9% |