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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 | $220,507 | $167,362+31.8% | $143,799+53.3% | $134,532+63.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.78% | 0.47%-13.3pp | -0.04%-12.7pp | 418.27%-431.1pp |
| Employer contribution / active EE | $3,720 | $5,620-33.8% | $4,952-24.9% | $4,741-21.5% |
| Participant deferral / active EE | $14,487 | $6,447+124.7% | $5,638+156.9% | $6,401+126.3% |
| Admin fee / account holder | $23,293 | $18,094+28.7% | $14,677+58.7% | $11,429+103.8% |