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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 | $216,987 | $167,362+29.7% | $143,799+50.9% | $134,532+61.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.74% | 0.47%-19.2pp | -0.04%-18.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $10,028 | $5,620+78.4% | $4,952+102.5% | $4,741+111.5% |
| Participant deferral / active EE | $6,406 | $6,447-0.6% | $5,638+13.6% | $6,401+0.1% |
| Admin fee / account holder | $3,127 | $18,094-82.7% | $14,677-78.7% | $11,429-72.6% |