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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 | $199,487 | $167,362+19.2% | $143,799+38.7% | $134,532+48.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.82% | 0.47%-20.3pp | -0.04%-19.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $24,000 | $5,620+327.0% | $4,952+384.6% | $4,741+406.2% |
| Participant deferral / active EE | $19,180 | $6,447+197.5% | $5,638+240.2% | $6,401+199.6% |
| Admin fee / account holder | $54,939 | $18,094+203.6% | $14,677+274.3% | $11,429+380.7% |