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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 | $134,710 | $167,362-19.5% | $143,799-6.3% | $134,532+0.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.73% | 0.47%-11.2pp | -0.04%-10.7pp | 418.27%-429.0pp |
| Employer contribution / active EE | $20,955 | $5,620+272.8% | $4,952+323.2% | $4,741+342.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $560 | $18,094-96.9% | $14,677-96.2% | $11,429-95.1% |