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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 | $233,716 | $167,353+39.7% | $143,797+62.5% | $134,545+73.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.05% | 0.48%-19.5pp | -0.04%-19.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $2,011 | $5,620-64.2% | $4,952-59.4% | $4,742-57.6% |
| Participant deferral / active EE | $10,462 | $6,447+62.3% | $5,638+85.5% | $6,401+63.4% |
| Admin fee / account holder | $789 | $18,096-95.6% | $14,679-94.6% | $11,431-93.1% |