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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 | $102,160 | $167,362-39.0% | $143,799-29.0% | $134,532-24.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.03% | 0.47%-12.5pp | -0.04%-12.0pp | 418.27%-430.3pp |
| Employer contribution / active EE | $22,000 | $5,620+291.4% | $4,952+344.3% | $4,741+364.0% |
| Participant deferral / active EE | $8,683 | $6,447+34.7% | $5,638+54.0% | $6,401+35.7% |
| Admin fee / account holder | $618 | $18,094-96.6% | $14,677-95.8% | $11,429-94.6% |