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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 | $211,253 | $142,392+48.4% | $119,622+76.6% | $134,532+57.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -3.44% | -12.46%+9.0pp | -14.98%+11.5pp | 418.27%-421.7pp |
| Employer contribution / active EE | $6,836 | $5,224+30.9% | $4,232+61.5% | $4,741+44.2% |
| Participant deferral / active EE | $18,887 | $6,467+192.0% | $5,601+237.2% | $6,401+195.1% |
| Admin fee / account holder | $1,140 | $13,593-91.6% | $10,328-89.0% | $11,429-90.0% |