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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 | $128,172 | $167,362-23.4% | $143,799-10.9% | $134,532-4.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.40% | 0.47%-12.9pp | -0.04%-12.4pp | 418.27%-430.7pp |
| Employer contribution / active EE | $12,549 | $5,620+123.3% | $4,952+153.4% | $4,741+164.7% |
| Participant deferral / active EE | $4,018 | $6,447-37.7% | $5,638-28.7% | $6,401-37.2% |
| Admin fee / account holder | $2,290 | $18,094-87.3% | $14,677-84.4% | $11,429-80.0% |