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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 | $240,684 | $167,353+43.8% | $143,797+67.4% | $134,545+78.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.32% | 0.48%-18.8pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $9,395 | $5,620+67.2% | $4,952+89.7% | $4,742+98.1% |
| Participant deferral / active EE | $6,567 | $6,447+1.9% | $5,638+16.5% | $6,401+2.6% |
| Admin fee / account holder | $96,161 | $18,096+431.4% | $14,679+555.1% | $11,431+741.3% |