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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 | $213,711 | $167,353+27.7% | $143,797+48.6% | $134,545+58.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.30% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $11,051 | $5,620+96.6% | $4,952+123.1% | $4,742+133.1% |
| Participant deferral / active EE | $9,906 | $6,447+53.7% | $5,638+75.7% | $6,401+54.8% |
| Admin fee / account holder | $919 | $18,096-94.9% | $14,679-93.7% | $11,431-92.0% |