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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 | $147,199 | $167,353-12.0% | $143,797+2.4% | $134,545+9.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.77% | 0.48%-19.3pp | -0.04%-18.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,400 | $5,620-57.3% | $4,952-51.5% | $4,742-49.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $741 | $18,096-95.9% | $14,679-94.9% | $11,431-93.5% |