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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 | $245,259 | $167,362+46.5% | $143,799+70.6% | $134,532+82.3% |
| Participation rate | 87.0% | 84.8%+2.1pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -18.26% | 0.47%-18.7pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $11,849 | $5,620+110.8% | $4,952+139.3% | $4,741+149.9% |
| Participant deferral / active EE | $9,341 | $6,447+44.9% | $5,638+65.7% | $6,401+45.9% |
| Admin fee / account holder | $737 | $18,094-95.9% | $14,677-95.0% | $11,429-93.5% |