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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 | $208,356 | $142,409+46.3% | $119,634+74.2% | $134,545+54.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.10% | -12.46%-6.6pp | -14.98%-4.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $16,191 | $5,224+209.9% | $4,232+282.5% | $4,742+241.5% |
| Participant deferral / active EE | $4,866 | $6,468-24.8% | $5,601-13.1% | $6,401-24.0% |
| Admin fee / account holder | $17,327 | $13,594+27.5% | $10,329+67.7% | $11,431+51.6% |