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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 | $167,323+45.6% | $143,770+69.4% | $134,493+81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.31% | 0.47%-17.8pp | -0.04%-17.3pp | 418.01%-435.3pp |
| Employer contribution / active EE | $19,898 | $5,619+254.1% | $4,951+301.9% | $4,740+319.8% |
| Participant deferral / active EE | $15,445 | $6,446+139.6% | $5,638+174.0% | $6,400+141.3% |
| Admin fee / account holder | $11,152 | $18,088-38.3% | $14,673-24.0% | $11,425-2.4% |