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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 | $227,717 | $105,861+115.1% | $90,756+150.9% | $134,509+69.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.09% | -10.99%-1.1pp | -12.16%+0.1pp | 418.13%-430.2pp |
| Employer contribution / active EE | $27,593 | $3,463+696.7% | $2,922+844.4% | $4,741+482.1% |
| Participant deferral / active EE | $17,670 | $5,217+238.7% | $4,565+287.1% | $6,400+176.1% |
| Admin fee / account holder | $16,926 | $13,938+21.4% | $8,445+100.4% | $11,427+48.1% |