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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 | $114,825 | $167,362-31.4% | $143,799-20.1% | $134,532-14.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.10% | 0.47%-16.6pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $14,223 | $5,620+153.1% | $4,952+187.2% | $4,741+200.0% |
| Participant deferral / active EE | $9,442 | $6,447+46.4% | $5,638+67.5% | $6,401+47.5% |
| Admin fee / account holder | $659 | $18,094-96.4% | $14,677-95.5% | $11,429-94.2% |