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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 | $133,051 | $167,362-20.5% | $143,799-7.5% | $134,532-1.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.57% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $8,947 | $5,620+59.2% | $4,952+80.7% | $4,741+88.7% |
| Participant deferral / active EE | $13,179 | $6,447+104.4% | $5,638+133.7% | $6,401+105.9% |
| Admin fee / account holder | $18,149 | $18,094+0.3% | $14,677+23.7% | $11,429+58.8% |