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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 | $219,524 | $167,353+31.2% | $143,797+52.7% | $134,545+63.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.46% | 0.48%-9.9pp | -0.04%-9.4pp | 418.37%-427.8pp |
| Employer contribution / active EE | $14,502 | $5,620+158.0% | $4,952+192.8% | $4,742+205.8% |
| Participant deferral / active EE | $9,377 | $6,447+45.4% | $5,638+66.3% | $6,401+46.5% |
| Admin fee / account holder | $9,209 | $18,096-49.1% | $14,679-37.3% | $11,431-19.4% |