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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 | $127,943 | $175,600-27.1% | $129,110-0.9% | $134,509-4.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.86% | -11.39%-5.5pp | -10.94%-5.9pp | 418.13%-435.0pp |
| Employer contribution / active EE | $61,000 | $6,355+859.9% | $5,052+1107.5% | $4,741+1186.8% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,147 | $23,567-95.1% | $14,302-92.0% | $11,427-90.0% |