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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 | $243,578 | $167,353+45.5% | $143,797+69.4% | $134,545+81.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.31% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $19,898 | $5,620+254.0% | $4,952+301.8% | $4,742+319.7% |
| Participant deferral / active EE | $15,445 | $6,447+139.6% | $5,638+173.9% | $6,401+141.3% |
| Admin fee / account holder | $11,152 | $18,096-38.4% | $14,679-24.0% | $11,431-2.4% |