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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 | $124,984 | $167,362-25.3% | $143,799-13.1% | $134,532-7.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.74% | 0.47%-10.2pp | -0.04%-9.7pp | 418.27%-428.0pp |
| Employer contribution / active EE | $6,979 | $5,620+24.2% | $4,952+40.9% | $4,741+47.2% |
| Participant deferral / active EE | $2,730 | $6,447-57.7% | $5,638-51.6% | $6,401-57.3% |
| Admin fee / account holder | $2,650 | $18,094-85.4% | $14,677-81.9% | $11,429-76.8% |