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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 | $212,681 | $142,392+49.4% | $119,622+77.8% | $134,532+58.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -0.26% | -12.46%+12.2pp | -14.98%+14.7pp | 418.27%-418.5pp |
| Employer contribution / active EE | $5,923 | $5,224+13.4% | $4,232+39.9% | $4,741+24.9% |
| Participant deferral / active EE | $18,719 | $6,467+189.4% | $5,601+234.2% | $6,401+192.4% |
| Admin fee / account holder | $2,178 | $13,593-84.0% | $10,328-78.9% | $11,429-80.9% |