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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 | $152,330 | $105,867+43.9% | $90,760+67.8% | $134,532+13.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.15% | -10.99%-0.2pp | -12.16%+1.0pp | 418.27%-429.4pp |
| Employer contribution / active EE | $9,489 | $3,464+174.0% | $2,922+224.8% | $4,741+100.1% |
| Participant deferral / active EE | $8,005 | $5,217+53.4% | $4,565+75.4% | $6,401+25.1% |
| Admin fee / account holder | $18,215 | $13,936+30.7% | $8,444+115.7% | $11,429+59.4% |