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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 | $205,796 | $142,361+44.6% | $119,608+72.1% | $134,509+53.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.06% | -12.46%-4.6pp | -14.98%-2.1pp | 418.13%-435.2pp |
| Employer contribution / active EE | $31,104 | $5,224+495.4% | $4,232+634.9% | $4,741+556.1% |
| Participant deferral / active EE | $5,400 | $6,468-16.5% | $5,601-3.6% | $6,400-15.6% |
| Admin fee / account holder | $571 | $13,588-95.8% | $10,326-94.5% | $11,427-95.0% |