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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 | $139,293 | $167,362-16.8% | $143,799-3.1% | $134,532+3.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.74% | 0.47%-15.2pp | -0.04%-14.7pp | 418.27%-433.0pp |
| Employer contribution / active EE | $7,488 | $5,620+33.2% | $4,952+51.2% | $4,741+57.9% |
| Participant deferral / active EE | $10,720 | $6,447+66.3% | $5,638+90.1% | $6,401+67.5% |
| Admin fee / account holder | $23,778 | $18,094+31.4% | $14,677+62.0% | $11,429+108.1% |