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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 | $106,513 | $142,392-25.2% | $119,622-11.0% | $134,532-20.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.03% | -12.46%-5.6pp | -14.98%-3.1pp | 418.27%-436.3pp |
| Employer contribution / active EE | $14,299 | $5,224+173.7% | $4,232+237.9% | $4,741+201.6% |
| Participant deferral / active EE | $10,642 | $6,467+64.6% | $5,601+90.0% | $6,401+66.3% |
| Admin fee / account holder | $918 | $13,593-93.2% | $10,328-91.1% | $11,429-92.0% |