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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 | $150,602 | $167,362-10.0% | $143,799+4.7% | $134,532+11.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.42% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $10,917 | $5,620+94.2% | $4,952+120.4% | $4,741+130.3% |
| Participant deferral / active EE | $5,998 | $6,447-7.0% | $5,638+6.4% | $6,401-6.3% |
| Admin fee / account holder | $2,872 | $18,094-84.1% | $14,677-80.4% | $11,429-74.9% |