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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 | $223,469 | $167,353+33.5% | $143,797+55.4% | $134,545+66.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.15% | 0.48%-13.6pp | -0.04%-13.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $6,080 | $5,620+8.2% | $4,952+22.8% | $4,742+28.2% |
| Participant deferral / active EE | $30,166 | $6,447+367.9% | $5,638+435.0% | $6,401+371.2% |
| Admin fee / account holder | $499,187 | $18,096+2658.6% | $14,679+3300.7% | $11,431+4267.1% |