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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 | $149,718 | $167,362-10.5% | $143,799+4.1% | $134,532+11.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.29% | 0.47%-17.8pp | -0.04%-17.2pp | 418.27%-435.6pp |
| Employer contribution / active EE | $6,394 | $5,620+13.8% | $4,952+29.1% | $4,741+34.9% |
| Participant deferral / active EE | $13,534 | $6,447+109.9% | $5,638+140.0% | $6,401+111.4% |
| Admin fee / account holder | $28,348 | $18,094+56.7% | $14,677+93.1% | $11,429+148.0% |