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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 | $174,336 | $142,361+22.5% | $119,608+45.8% | $134,509+29.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.30% | -12.46%-3.8pp | -14.98%-1.3pp | 418.13%-434.4pp |
| Employer contribution / active EE | $27,590 | $5,224+428.2% | $4,232+551.9% | $4,741+482.0% |
| Participant deferral / active EE | $16,623 | $6,468+157.0% | $5,601+196.8% | $6,400+159.7% |
| Admin fee / account holder | $1,084 | $13,588-92.0% | $10,326-89.5% | $11,427-90.5% |