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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 | $128,686 | $167,353-23.1% | $143,797-10.5% | $134,545-4.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.55% | 0.48%-11.0pp | -0.04%-10.5pp | 418.37%-428.9pp |
| Employer contribution / active EE | $10,221 | $5,620+81.9% | $4,952+106.4% | $4,742+115.6% |
| Participant deferral / active EE | $9,952 | $6,447+54.4% | $5,638+76.5% | $6,401+55.5% |
| Admin fee / account holder | $16,774 | $18,096-7.3% | $14,679+14.3% | $11,431+46.7% |