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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 | $114,225 | $167,353-31.7% | $143,797-20.6% | $134,545-15.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.59% | 0.48%-20.1pp | -0.04%-19.5pp | 418.37%-438.0pp |
| Employer contribution / active EE | $11,853 | $5,620+110.9% | $4,952+139.3% | $4,742+150.0% |
| Participant deferral / active EE | $11,063 | $6,447+71.6% | $5,638+96.2% | $6,401+72.8% |
| Admin fee / account holder | $5,785 | $18,096-68.0% | $14,679-60.6% | $11,431-49.4% |