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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 | $229,437 | $167,362+37.1% | $143,799+59.6% | $134,532+70.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.82% | 0.47%-20.3pp | -0.04%-19.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $22,897 | $5,620+307.4% | $4,952+362.4% | $4,741+382.9% |
| Participant deferral / active EE | $12,100 | $6,447+87.7% | $5,638+114.6% | $6,401+89.0% |
| Admin fee / account holder | $4,283 | $18,094-76.3% | $14,677-70.8% | $11,429-62.5% |