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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 | $103,592 | $167,362-38.1% | $143,799-28.0% | $134,532-23.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.27% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $10,972 | $5,620+95.2% | $4,952+121.6% | $4,741+131.4% |
| Participant deferral / active EE | $13,747 | $6,447+113.2% | $5,638+143.8% | $6,401+114.8% |
| Admin fee / account holder | $426 | $18,094-97.6% | $14,677-97.1% | $11,429-96.3% |