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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 | $228,067 | $167,353+36.3% | $143,797+58.6% | $134,545+69.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.11% | 0.48%-15.6pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $1,268 | $5,620-77.4% | $4,952-74.4% | $4,742-73.3% |
| Participant deferral / active EE | $14,983 | $6,447+132.4% | $5,638+165.7% | $6,401+134.1% |
| Admin fee / account holder | $123,355 | $18,096+581.7% | $14,679+740.3% | $11,431+979.2% |