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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 | $144,391 | $167,353-13.7% | $143,797+0.4% | $134,545+7.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.58% | 0.48%-19.1pp | -0.04%-18.5pp | 418.37%-437.0pp |
| Employer contribution / active EE | $15,085 | $5,620+168.4% | $4,952+204.6% | $4,742+218.1% |
| Participant deferral / active EE | $9,930 | $6,447+54.0% | $5,638+76.1% | $6,401+55.1% |
| Admin fee / account holder | $1,698 | $18,096-90.6% | $14,679-88.4% | $11,431-85.1% |