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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 | $154,262 | $167,353-7.8% | $143,797+7.3% | $134,545+14.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.13% | 0.48%-14.6pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $14,365 | $5,620+155.6% | $4,952+190.1% | $4,742+203.0% |
| Participant deferral / active EE | $8,750 | $6,447+35.7% | $5,638+55.2% | $6,401+36.7% |
| Admin fee / account holder | $49,887 | $18,096+175.7% | $14,679+239.8% | $11,431+336.4% |