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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 | $224,988 | $167,353+34.4% | $143,797+56.5% | $134,545+67.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.28% | 0.48%-18.8pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $10,298 | $5,620+83.2% | $4,952+108.0% | $4,742+117.2% |
| Participant deferral / active EE | $10,214 | $6,447+58.4% | $5,638+81.1% | $6,401+59.6% |
| Admin fee / account holder | $1,056 | $18,096-94.2% | $14,679-92.8% | $11,431-90.8% |