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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 | $156,773 | $167,353-6.3% | $143,797+9.0% | $134,545+16.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.79% | 0.48%-14.3pp | -0.04%-13.7pp | 418.37%-432.2pp |
| Employer contribution / active EE | $10,564 | $5,620+87.9% | $4,952+113.3% | $4,742+122.8% |
| Participant deferral / active EE | $8,575 | $6,447+33.0% | $5,638+52.1% | $6,401+34.0% |
| Admin fee / account holder | $7,908 | $18,096-56.3% | $14,679-46.1% | $11,431-30.8% |