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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 | $135,353 | $167,353-19.1% | $143,797-5.9% | $134,545+0.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.37% | 0.48%-19.8pp | -0.04%-19.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $7,207 | $5,620+28.2% | $4,952+45.5% | $4,742+52.0% |
| Participant deferral / active EE | $8,069 | $6,447+25.2% | $5,638+43.1% | $6,401+26.0% |
| Admin fee / account holder | $867 | $18,096-95.2% | $14,679-94.1% | $11,431-92.4% |