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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 | $229,134 | $142,392+60.9% | $119,622+91.5% | $134,532+70.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.73% | -12.46%-2.3pp | -14.98%+0.3pp | 418.27%-433.0pp |
| Employer contribution / active EE | $10,833 | $5,224+107.4% | $4,232+156.0% | $4,741+128.5% |
| Participant deferral / active EE | $12,350 | $6,467+91.0% | $5,601+120.5% | $6,401+92.9% |
| Admin fee / account holder | $4,441 | $13,593-67.3% | $10,328-57.0% | $11,429-61.1% |