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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 | $148,969 | $167,353-11.0% | $143,797+3.6% | $134,545+10.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.54% | 0.48%-15.0pp | -0.04%-14.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $8,086 | $5,620+43.9% | $4,952+63.3% | $4,742+70.5% |
| Participant deferral / active EE | $7,476 | $6,447+16.0% | $5,638+32.6% | $6,401+16.8% |
| Admin fee / account holder | $615 | $18,096-96.6% | $14,679-95.8% | $11,431-94.6% |