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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 | $140,709 | $167,353-15.9% | $143,797-2.1% | $134,545+4.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.56% | 0.48%-14.0pp | -0.04%-13.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $10,894 | $5,620+93.8% | $4,952+120.0% | $4,742+129.8% |
| Participant deferral / active EE | $5,170 | $6,447-19.8% | $5,638-8.3% | $6,401-19.2% |
| Admin fee / account holder | $43,997 | $18,096+143.1% | $14,679+199.7% | $11,431+284.9% |