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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 | $168,685 | $142,409+18.5% | $119,634+41.0% | $134,545+25.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.69% | -12.46%-4.2pp | -14.98%-1.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $11,222 | $5,224+114.8% | $4,232+165.2% | $4,742+136.7% |
| Participant deferral / active EE | $7,183 | $6,468+11.0% | $5,601+28.2% | $6,401+12.2% |
| Admin fee / account holder | $2,901 | $13,594-78.7% | $10,329-71.9% | $11,431-74.6% |