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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 | $145,019 | $167,362-13.4% | $143,799+0.8% | $134,532+7.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.04% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $20,185 | $5,620+259.1% | $4,952+307.6% | $4,741+325.7% |
| Participant deferral / active EE | $13,725 | $6,447+112.9% | $5,638+143.4% | $6,401+114.4% |
| Admin fee / account holder | $1,101 | $18,094-93.9% | $14,677-92.5% | $11,429-90.4% |