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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 | $218,811 | $73,848+196.3% | $143,799+52.2% | $68,486+219.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.04% | 0.91%-13.9pp | -0.04%-13.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $12,040 | $3,184+278.1% | $4,952+143.1% | $2,597+363.7% |
| Participant deferral / active EE | $9,584 | $3,385+183.2% | $5,638+70.0% | $4,028+138.0% |
| Admin fee / account holder | $14,095 | $5,755+144.9% | $14,677-4.0% | $5,404+160.8% |