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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 | $144,644 | $167,362-13.6% | $143,799+0.6% | $134,532+7.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.04% | 0.47%-15.5pp | -0.04%-15.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $16,200 | $5,620+188.2% | $4,952+227.1% | $4,741+241.7% |
| Participant deferral / active EE | $10,800 | $6,447+67.5% | $5,638+91.5% | $6,401+68.7% |
| Admin fee / account holder | $7,964 | $18,094-56.0% | $14,677-45.7% | $11,429-30.3% |