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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 | $130,330 | $167,353-22.1% | $143,797-9.4% | $134,545-3.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.96% | 0.48%-12.4pp | -0.04%-11.9pp | 418.37%-430.3pp |
| Employer contribution / active EE | $13,267 | $5,620+136.1% | $4,952+167.9% | $4,742+179.8% |
| Participant deferral / active EE | $7,854 | $6,447+21.8% | $5,638+39.3% | $6,401+22.7% |
| Admin fee / account holder | $2,270 | $18,096-87.5% | $14,679-84.5% | $11,431-80.1% |