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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 | $196,672 | $142,409+38.1% | $119,634+64.4% | $134,545+46.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.08% | -12.46%-2.6pp | -14.98%-0.1pp | 418.37%-433.4pp |
| Employer contribution / active EE | $17,480 | $5,224+234.6% | $4,232+313.0% | $4,742+268.7% |
| Participant deferral / active EE | $14,745 | $6,468+128.0% | $5,601+163.3% | $6,401+130.3% |
| Admin fee / account holder | $120,338 | $13,594+785.2% | $10,329+1065.0% | $11,431+952.8% |