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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 | $146,556 | $167,362-12.4% | $143,799+1.9% | $134,532+8.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.93% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $5,415 | $5,620-3.6% | $4,952+9.4% | $4,741+14.2% |
| Participant deferral / active EE | $18,044 | $6,447+179.9% | $5,638+220.0% | $6,401+181.9% |
| Admin fee / account holder | $1,389 | $18,094-92.3% | $14,677-90.5% | $11,429-87.9% |