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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 | $129,428 | $167,362-22.7% | $143,799-10.0% | $134,532-3.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.71% | 0.47%-18.2pp | -0.04%-17.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $6,907 | $5,620+22.9% | $4,952+39.5% | $4,741+45.7% |
| Participant deferral / active EE | $17,092 | $6,447+165.1% | $5,638+203.1% | $6,401+167.0% |
| Admin fee / account holder | $1,054 | $18,094-94.2% | $14,677-92.8% | $11,429-90.8% |