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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 | $118,755 | $167,362-29.0% | $143,799-17.4% | $134,532-11.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.90% | 0.47%-14.4pp | -0.04%-13.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $8,638 | $5,620+53.7% | $4,952+74.4% | $4,741+82.2% |
| Participant deferral / active EE | $21,011 | $6,447+225.9% | $5,638+272.6% | $6,401+228.2% |
| Admin fee / account holder | $865 | $18,094-95.2% | $14,677-94.1% | $11,429-92.4% |