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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 | $118,710 | $167,353-29.1% | $143,797-17.4% | $134,545-11.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.59% | 0.48%-10.1pp | -0.04%-9.5pp | 418.37%-428.0pp |
| Employer contribution / active EE | $11,947 | $5,620+112.6% | $4,952+141.2% | $4,742+152.0% |
| Participant deferral / active EE | $7,867 | $6,447+22.0% | $5,638+39.5% | $6,401+22.9% |
| Admin fee / account holder | $461 | $18,096-97.5% | $14,679-96.9% | $11,431-96.0% |