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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 | $220,454 | $142,409+54.8% | $119,634+84.3% | $134,545+63.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.40% | -12.46%-1.9pp | -14.98%+0.6pp | 418.37%-432.8pp |
| Employer contribution / active EE | $13,474 | $5,224+157.9% | $4,232+218.3% | $4,742+184.2% |
| Participant deferral / active EE | $11,049 | $6,468+70.8% | $5,601+97.3% | $6,401+72.6% |
| Admin fee / account holder | $1,988 | $13,594-85.4% | $10,329-80.8% | $11,431-82.6% |