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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 | $186,559 | $167,362+11.5% | $143,799+29.7% | $134,532+38.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.59% | 0.47%-12.1pp | -0.04%-11.5pp | 418.27%-429.9pp |
| Employer contribution / active EE | $10,647 | $5,620+89.4% | $4,952+115.0% | $4,741+124.6% |
| Participant deferral / active EE | $7,938 | $6,447+23.1% | $5,638+40.8% | $6,401+24.0% |
| Admin fee / account holder | $1,373 | $18,094-92.4% | $14,677-90.6% | $11,429-88.0% |