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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 | $214,305 | $167,362+28.0% | $143,799+49.0% | $134,532+59.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.70% | 0.47%-16.2pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $17,100 | $5,620+204.2% | $4,952+245.3% | $4,741+260.7% |
| Participant deferral / active EE | $10,808 | $6,447+67.6% | $5,638+91.7% | $6,401+68.8% |
| Admin fee / account holder | $568,476 | $18,094+3041.8% | $14,677+3773.2% | $11,429+4874.2% |