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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 | $216,658 | $167,362+29.5% | $143,799+50.7% | $134,532+61.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.51% | 0.47%-12.0pp | -0.04%-11.5pp | 418.27%-429.8pp |
| Employer contribution / active EE | $17,413 | $5,620+209.8% | $4,952+251.6% | $4,741+267.3% |
| Participant deferral / active EE | $15,376 | $6,447+138.5% | $5,638+172.7% | $6,401+140.2% |
| Admin fee / account holder | $2,752 | $18,094-84.8% | $14,677-81.3% | $11,429-75.9% |