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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 | $210,823 | $167,362+26.0% | $143,799+46.6% | $134,532+56.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.95% | 0.47%-11.4pp | -0.04%-10.9pp | 418.27%-429.2pp |
| Employer contribution / active EE | $10,056 | $5,620+78.9% | $4,952+103.1% | $4,741+112.1% |
| Participant deferral / active EE | $3,225 | $6,447-50.0% | $5,638-42.8% | $6,401-49.6% |
| Admin fee / account holder | $2,145 | $18,094-88.1% | $14,677-85.4% | $11,429-81.2% |