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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 | $219,825 | $142,392+54.4% | $119,622+83.8% | $134,532+63.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.96% | -12.46%-4.5pp | -14.98%-2.0pp | 418.27%-435.2pp |
| Employer contribution / active EE | $5,169 | $5,224-1.0% | $4,232+22.1% | $4,741+9.0% |
| Participant deferral / active EE | $14,941 | $6,467+131.0% | $5,601+166.8% | $6,401+133.4% |
| Admin fee / account holder | $979 | $13,593-92.8% | $10,328-90.5% | $11,429-91.4% |