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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 | $143,177 | $167,353-14.4% | $143,797-0.4% | $134,545+6.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.82% | 0.48%-20.3pp | -0.04%-19.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $10,529 | $5,620+87.3% | $4,952+112.6% | $4,742+122.1% |
| Participant deferral / active EE | $7,527 | $6,447+16.7% | $5,638+33.5% | $6,401+17.6% |
| Admin fee / account holder | $1,144 | $18,096-93.7% | $14,679-92.2% | $11,431-90.0% |