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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 | $208,990 | $167,352+24.9% | $143,788+45.3% | $134,509+55.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.32% | 0.47%-18.8pp | -0.03%-18.3pp | 418.13%-436.5pp |
| Employer contribution / active EE | $23,151 | $5,620+311.9% | $4,952+367.5% | $4,741+388.4% |
| Participant deferral / active EE | $11,531 | $6,447+78.8% | $5,638+104.5% | $6,400+80.2% |
| Admin fee / account holder | $1,810 | $18,091-90.0% | $14,675-87.7% | $11,427-84.2% |