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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 | $162,566 | $167,362-2.9% | $143,799+13.1% | $134,532+20.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.94% | 0.47%-15.4pp | -0.04%-14.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $9,039 | $5,620+60.8% | $4,952+82.5% | $4,741+90.6% |
| Participant deferral / active EE | $37,847 | $6,447+487.0% | $5,638+571.2% | $6,401+491.3% |
| Admin fee / account holder | $1,227 | $18,094-93.2% | $14,677-91.6% | $11,429-89.3% |