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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 | $107,298 | $167,362-35.9% | $143,799-25.4% | $134,532-20.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.27% | 0.47%-16.7pp | -0.04%-16.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $26,494 | $5,620+371.4% | $4,952+435.0% | $4,741+458.8% |
| Participant deferral / active EE | $8,349 | $6,447+29.5% | $5,638+48.1% | $6,401+30.4% |
| Admin fee / account holder | $1,577 | $18,094-91.3% | $14,677-89.3% | $11,429-86.2% |