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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 | $132,815 | $167,353-20.6% | $143,797-7.6% | $134,545-1.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.33% | 0.48%-14.8pp | -0.04%-14.3pp | 418.37%-432.7pp |
| Employer contribution / active EE | $17,967 | $5,620+219.7% | $4,952+262.8% | $4,742+278.9% |
| Participant deferral / active EE | $7,150 | $6,447+10.9% | $5,638+26.8% | $6,401+11.7% |
| Admin fee / account holder | $1,136 | $18,096-93.7% | $14,679-92.3% | $11,431-90.1% |