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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 | $245,635 | $167,362+46.8% | $143,799+70.8% | $134,532+82.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.68% | 0.47%-13.2pp | -0.04%-12.6pp | 418.27%-431.0pp |
| Employer contribution / active EE | $4,531 | $5,620-19.4% | $4,952-8.5% | $4,741-4.4% |
| Participant deferral / active EE | $5,257 | $6,447-18.5% | $5,638-6.8% | $6,401-17.9% |
| Admin fee / account holder | $21,704 | $18,094+20.0% | $14,677+47.9% | $11,429+89.9% |