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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 | $128,349 | $167,362-23.3% | $143,799-10.7% | $134,532-4.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.28% | 0.47%-13.8pp | -0.04%-13.2pp | 418.27%-431.5pp |
| Employer contribution / active EE | $14,286 | $5,620+154.2% | $4,952+188.5% | $4,741+201.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,233 | $18,094-87.7% | $14,677-84.8% | $11,429-80.5% |