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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 | $158,627 | $167,362-5.2% | $143,799+10.3% | $134,532+17.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.19% | 0.47%-17.7pp | -0.04%-17.1pp | 418.27%-435.5pp |
| Employer contribution / active EE | $15,042 | $5,620+167.6% | $4,952+203.7% | $4,741+217.3% |
| Participant deferral / active EE | $8,217 | $6,447+27.5% | $5,638+45.7% | $6,401+28.4% |
| Admin fee / account holder | $1,388 | $18,094-92.3% | $14,677-90.5% | $11,429-87.9% |