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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 | $217,328 | $167,362+29.9% | $143,799+51.1% | $134,532+61.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.28% | 0.47%-10.8pp | -0.04%-10.2pp | 418.27%-428.5pp |
| Employer contribution / active EE | $7,424 | $5,620+32.1% | $4,952+49.9% | $4,741+56.6% |
| Participant deferral / active EE | $10,693 | $6,447+65.8% | $5,638+89.6% | $6,401+67.0% |
| Admin fee / account holder | $408 | $18,094-97.7% | $14,677-97.2% | $11,429-96.4% |