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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 | $127,761 | $167,362-23.7% | $143,799-11.2% | $134,532-5.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.73% | 0.47%-15.2pp | -0.04%-14.7pp | 418.27%-433.0pp |
| Employer contribution / active EE | $15,584 | $5,620+177.3% | $4,952+214.7% | $4,741+228.7% |
| Participant deferral / active EE | $6,833 | $6,447+6.0% | $5,638+21.2% | $6,401+6.8% |
| Admin fee / account holder | $785 | $18,094-95.7% | $14,677-94.7% | $11,429-93.1% |