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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 | $156,115 | $167,353-6.7% | $143,797+8.6% | $134,545+16.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.39% | 0.48%-15.9pp | -0.04%-15.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $14,855 | $5,620+164.3% | $4,952+200.0% | $4,742+213.3% |
| Participant deferral / active EE | $18,801 | $6,447+191.6% | $5,638+233.5% | $6,401+193.7% |
| Admin fee / account holder | $1,700 | $18,096-90.6% | $14,679-88.4% | $11,431-85.1% |