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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 | $167,484 | $142,361+17.6% | $119,608+40.0% | $134,509+24.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.46% | -12.46%0pp | -14.98%+2.5pp | 418.13%-430.6pp |
| Employer contribution / active EE | $9,472 | $5,224+81.3% | $4,232+123.8% | $4,741+99.8% |
| Participant deferral / active EE | $4,735 | $6,468-26.8% | $5,601-15.5% | $6,400-26.0% |
| Admin fee / account holder | $1,088 | $13,588-92.0% | $10,326-89.5% | $11,427-90.5% |