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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 | $214,289 | $167,353+28.0% | $143,797+49.0% | $134,545+59.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.17% | 0.48%-15.7pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $10,219 | $5,620+81.8% | $4,952+106.3% | $4,742+115.5% |
| Participant deferral / active EE | $7,688 | $6,447+19.2% | $5,638+36.3% | $6,401+20.1% |
| Admin fee / account holder | $21,978 | $18,096+21.5% | $14,679+49.7% | $11,431+92.3% |