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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 | $224,044 | $211,946+5.7% | $169,452+32.2% | $135,380+65.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.96% | 3.26%-5.2pp | 1.83%-3.8pp | 519.81%-521.8pp |
| Employer contribution / active EE | $6,431 | $5,117+25.7% | $4,157+54.7% | $4,779+34.6% |
| Participant deferral / active EE | $11,871 | $6,075+95.4% | $5,277+125.0% | $5,609+111.6% |
| Admin fee / account holder | $81,375 | $11,472+609.4% | $9,110+793.3% | $10,828+651.5% |