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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 | $198,288 | $167,353+18.5% | $143,797+37.9% | $134,545+47.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.33% | 0.48%-18.8pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $12,609 | $5,620+124.3% | $4,952+154.6% | $4,742+165.9% |
| Participant deferral / active EE | $7,287 | $6,447+13.0% | $5,638+29.2% | $6,401+13.8% |
| Admin fee / account holder | $580 | $18,096-96.8% | $14,679-96.1% | $11,431-94.9% |