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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 | $249,279 | $105,867+135.5% | $90,760+174.7% | $134,532+85.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.71% | -10.99%-6.7pp | -12.16%-5.6pp | 418.27%-436.0pp |
| Employer contribution / active EE | $18,768 | $3,464+441.9% | $2,922+542.4% | $4,741+295.9% |
| Participant deferral / active EE | $18,183 | $5,217+248.5% | $4,565+298.3% | $6,401+184.1% |
| Admin fee / account holder | $586 | $13,936-95.8% | $8,444-93.1% | $11,429-94.9% |