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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 | $154,425 | $90,467+70.7% | $93,759+64.7% | $134,532+14.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.84% | -15.72%-3.1pp | -11.33%-7.5pp | 418.27%-437.1pp |
| Employer contribution / active EE | $17,878 | $4,345+311.4% | $4,324+313.4% | $4,741+277.1% |
| Participant deferral / active EE | $2,211 | $5,980-63.0% | $6,096-63.7% | $6,401-65.5% |
| Admin fee / account holder | $2,870 | $9,258-69.0% | $7,197-60.1% | $11,429-74.9% |