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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 | $131,007 | $95,917+36.6% | $79,583+64.6% | $134,545-2.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.79% | -2.70%-16.1pp | 0.16%-18.9pp | 418.37%-437.2pp |
| Employer contribution / active EE | $16,188 | $3,129+417.3% | $2,414+570.7% | $4,742+241.4% |
| Participant deferral / active EE | $9,964 | $4,694+112.3% | $3,986+150.0% | $6,401+55.7% |
| Admin fee / account holder | $1,034 | $9,132-88.7% | $6,835-84.9% | $11,431-91.0% |