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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 | $189,676 | $167,362+13.3% | $143,799+31.9% | $134,532+41.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.97% | 0.47%-8.4pp | -0.04%-7.9pp | 418.27%-426.2pp |
| Employer contribution / active EE | $11,670 | $5,620+107.6% | $4,952+135.7% | $4,741+146.1% |
| Participant deferral / active EE | $4,100 | $6,447-36.4% | $5,638-27.3% | $6,401-35.9% |
| Admin fee / account holder | $354 | $18,094-98.0% | $14,677-97.6% | $11,429-96.9% |