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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 | $228,538 | $167,362+36.6% | $143,799+58.9% | $134,532+69.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.39% | 0.47%-19.9pp | -0.04%-19.3pp | 418.27%-437.7pp |
| Employer contribution / active EE | $8,614 | $5,620+53.3% | $4,952+73.9% | $4,741+81.7% |
| Participant deferral / active EE | $12,393 | $6,447+92.2% | $5,638+119.8% | $6,401+93.6% |
| Admin fee / account holder | $2,338 | $18,094-87.1% | $14,677-84.1% | $11,429-79.5% |