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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 | $132,791 | $167,353-20.7% | $143,797-7.7% | $134,545-1.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.43% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $7,804 | $5,620+38.9% | $4,952+57.6% | $4,742+64.6% |
| Participant deferral / active EE | $4,421 | $6,447-31.4% | $5,638-21.6% | $6,401-30.9% |
| Admin fee / account holder | $77,495 | $18,096+328.3% | $14,679+427.9% | $11,431+578.0% |