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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 | $212,575 | $142,361+49.3% | $119,608+77.7% | $134,509+58.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.54% | -12.46%-2.1pp | -14.98%+0.4pp | 418.13%-432.7pp |
| Employer contribution / active EE | $13,974 | $5,224+167.5% | $4,232+230.2% | $4,741+194.8% |
| Participant deferral / active EE | $9,210 | $6,468+42.4% | $5,601+64.4% | $6,400+43.9% |
| Admin fee / account holder | $864 | $13,588-93.6% | $10,326-91.6% | $11,427-92.4% |