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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 | $222,606 | $167,362+33.0% | $143,799+54.8% | $134,532+65.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.23% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $21,202 | $5,620+277.2% | $4,952+328.1% | $4,741+347.2% |
| Participant deferral / active EE | $12,763 | $6,447+98.0% | $5,638+126.4% | $6,401+99.4% |
| Admin fee / account holder | $14,297 | $18,094-21.0% | $14,677-2.6% | $11,429+25.1% |