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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 | $205,067 | $167,362+22.5% | $143,799+42.6% | $134,532+52.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.22% | 0.47%-17.7pp | -0.04%-17.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $10,935 | $5,620+94.6% | $4,952+120.8% | $4,741+130.7% |
| Participant deferral / active EE | $9,521 | $6,447+47.7% | $5,638+68.9% | $6,401+48.7% |
| Admin fee / account holder | $21,438 | $18,094+18.5% | $14,677+46.1% | $11,429+87.6% |