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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 | $224,816 | $211,946+6.1% | $169,452+32.7% | $135,379+66.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.53% | 3.26%-7.8pp | 1.83%-6.4pp | 519.79%-524.3pp |
| Employer contribution / active EE | $9,624 | $5,117+88.1% | $4,157+131.5% | $4,779+101.4% |
| Participant deferral / active EE | $7,477 | $6,075+23.1% | $5,277+41.7% | $5,609+33.3% |
| Admin fee / account holder | $422 | $11,472-96.3% | $9,110-95.4% | $10,828-96.1% |