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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 | $196,972 | $211,946-7.1% | $169,452+16.2% | $135,382+45.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.04% | 3.26%-9.3pp | 1.83%-7.9pp | 519.77%-525.8pp |
| Employer contribution / active EE | $6,756 | $5,117+32.0% | $4,157+62.5% | $4,779+41.4% |
| Participant deferral / active EE | $16,818 | $6,075+176.8% | $5,277+218.7% | $5,609+199.8% |
| Admin fee / account holder | $22,249 | $11,472+94.0% | $9,110+144.2% | $10,829+105.5% |