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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 | $146,626 | $142,409+3.0% | $119,634+22.6% | $134,545+9.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -0.01% | -12.46%+12.4pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $16,626 | $5,224+218.2% | $4,232+292.8% | $4,742+250.6% |
| Participant deferral / active EE | $8,606 | $6,468+33.1% | $5,601+53.7% | $6,401+34.4% |
| Admin fee / account holder | $12,803 | $13,594-5.8% | $10,329+24.0% | $11,431+12.0% |