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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 | $215,749 | $167,353+28.9% | $143,797+50.0% | $134,545+60.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.46% | 0.48%-13.9pp | -0.04%-13.4pp | 418.37%-431.8pp |
| Employer contribution / active EE | $15,749 | $5,620+180.2% | $4,952+218.0% | $4,742+232.1% |
| Participant deferral / active EE | $19,943 | $6,447+209.3% | $5,638+253.7% | $6,401+211.6% |
| Admin fee / account holder | $18,860 | $18,096+4.2% | $14,679+28.5% | $11,431+65.0% |