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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 | $129,086 | $167,362-22.9% | $143,799-10.2% | $134,532-4.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.82% | 0.47%-17.3pp | -0.04%-16.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $14,376 | $5,620+155.8% | $4,952+190.3% | $4,741+203.2% |
| Participant deferral / active EE | $13,073 | $6,447+102.8% | $5,638+131.9% | $6,401+104.2% |
| Admin fee / account holder | $2,440 | $18,094-86.5% | $14,677-83.4% | $11,429-78.6% |