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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 | $244,552 | $167,352+46.1% | $143,788+70.1% | $134,509+81.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.18% | 0.47%-13.6pp | -0.03%-13.1pp | 418.13%-431.3pp |
| Employer contribution / active EE | $39,551 | $5,620+603.8% | $4,952+698.7% | $4,741+734.3% |
| Participant deferral / active EE | $15,729 | $6,447+144.0% | $5,638+179.0% | $6,400+145.7% |
| Admin fee / account holder | $2,071 | $18,091-88.6% | $14,675-85.9% | $11,427-81.9% |