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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 | $225,395 | $167,362+34.7% | $143,799+56.7% | $134,532+67.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.23% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $12,660 | $5,620+125.3% | $4,952+155.7% | $4,741+167.0% |
| Participant deferral / active EE | $10,599 | $6,447+64.4% | $5,638+88.0% | $6,401+65.6% |
| Admin fee / account holder | $1,881 | $18,094-89.6% | $14,677-87.2% | $11,429-83.5% |