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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 | $231,211 | $105,866+118.4% | $90,766+154.7% | $134,545+71.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.55% | -10.99%-5.6pp | -12.16%-4.4pp | 418.37%-434.9pp |
| Employer contribution / active EE | $11,105 | $3,464+220.6% | $2,922+280.1% | $4,742+134.2% |
| Participant deferral / active EE | $12,632 | $5,217+142.1% | $4,565+176.7% | $6,401+97.3% |
| Admin fee / account holder | $1,253 | $13,938-91.0% | $8,446-85.2% | $11,431-89.0% |