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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 | $162,514 | $142,392+14.1% | $119,622+35.9% | $134,532+20.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.97% | -12.46%-0.5pp | -14.98%+2.0pp | 418.27%-431.2pp |
| Employer contribution / active EE | $7,481 | $5,224+43.2% | $4,232+76.8% | $4,741+57.8% |
| Participant deferral / active EE | $15,893 | $6,467+145.8% | $5,601+183.8% | $6,401+148.3% |
| Admin fee / account holder | $81,371 | $13,593+498.6% | $10,328+687.9% | $11,429+612.0% |