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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 | $156,239 | $167,353-6.6% | $143,797+8.7% | $134,545+16.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.03% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $14,692 | $5,620+161.4% | $4,952+196.7% | $4,742+209.9% |
| Participant deferral / active EE | $8,135 | $6,447+26.2% | $5,638+44.3% | $6,401+27.1% |
| Admin fee / account holder | $27,714 | $18,096+53.2% | $14,679+88.8% | $11,431+142.5% |