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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 | $114,128 | $167,362-31.8% | $143,799-20.6% | $134,532-15.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.61% | 0.47%-13.1pp | -0.04%-12.6pp | 418.27%-430.9pp |
| Employer contribution / active EE | $6,761 | $5,620+20.3% | $4,952+36.5% | $4,741+42.6% |
| Participant deferral / active EE | $9,821 | $6,447+52.3% | $5,638+74.2% | $6,401+53.4% |
| Admin fee / account holder | $80,549 | $18,094+345.2% | $14,677+448.8% | $11,429+604.8% |