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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 | $163,516 | $142,392+14.8% | $119,622+36.7% | $134,532+21.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.48% | -12.46%+1.0pp | -14.98%+3.5pp | 418.27%-429.7pp |
| Employer contribution / active EE | $11,407 | $5,224+118.4% | $4,232+169.5% | $4,741+140.6% |
| Participant deferral / active EE | $11,053 | $6,467+70.9% | $5,601+97.3% | $6,401+72.7% |
| Admin fee / account holder | $929 | $13,593-93.2% | $10,328-91.0% | $11,429-91.9% |