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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 | $161,076 | $167,353-3.8% | $143,797+12.0% | $134,545+19.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.03% | 0.48%-16.5pp | -0.04%-16.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $14,657 | $5,620+160.8% | $4,952+196.0% | $4,742+209.1% |
| Participant deferral / active EE | $12,250 | $6,447+90.0% | $5,638+117.3% | $6,401+91.4% |
| Admin fee / account holder | $528 | $18,096-97.1% | $14,679-96.4% | $11,431-95.4% |