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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 | $222,445 | $167,353+32.9% | $143,797+54.7% | $134,545+65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.59% | 0.48%-15.1pp | -0.04%-14.5pp | 418.37%-433.0pp |
| Employer contribution / active EE | $14,134 | $5,620+151.5% | $4,952+185.4% | $4,742+198.1% |
| Participant deferral / active EE | $11,965 | $6,447+85.6% | $5,638+112.2% | $6,401+86.9% |
| Admin fee / account holder | $9,664 | $18,096-46.6% | $14,679-34.2% | $11,431-15.5% |