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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 | $218,901 | $167,352+30.8% | $143,788+52.2% | $134,509+62.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.31% | 0.47%-18.8pp | -0.03%-18.3pp | 418.13%-436.4pp |
| Employer contribution / active EE | $12,728 | $5,620+126.5% | $4,952+157.0% | $4,741+168.5% |
| Participant deferral / active EE | $11,747 | $6,447+82.2% | $5,638+108.3% | $6,400+83.5% |
| Admin fee / account holder | $107,771 | $18,091+495.7% | $14,675+634.4% | $11,427+843.2% |