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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 | $194,341 | $167,353+16.1% | $143,797+35.1% | $134,545+44.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.28% | 0.48%-17.8pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $15,263 | $5,620+171.6% | $4,952+208.2% | $4,742+221.9% |
| Participant deferral / active EE | $10,996 | $6,447+70.6% | $5,638+95.0% | $6,401+71.8% |
| Admin fee / account holder | $1,487 | $18,096-91.8% | $14,679-89.9% | $11,431-87.0% |