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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 | $150,395 | $167,522-10.2% | $151,639-0.8% | $134,532+11.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.18% | 7.81%-22.0pp | 3.34%-17.5pp | 418.27%-432.4pp |
| Employer contribution / active EE | $6,269 | $6,828-8.2% | $6,165+1.7% | $4,741+32.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $833 | $13,780-94.0% | $11,613-92.8% | $11,429-92.7% |