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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 | $136,558 | $167,353-18.4% | $143,797-5.0% | $134,545+1.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.43% | 0.48%-10.9pp | -0.04%-10.4pp | 418.37%-428.8pp |
| Employer contribution / active EE | $17,381 | $5,620+209.3% | $4,952+251.0% | $4,742+266.6% |
| Participant deferral / active EE | $12,075 | $6,447+87.3% | $5,638+114.2% | $6,401+88.6% |
| Admin fee / account holder | $151,949 | $18,096+739.7% | $14,679+935.1% | $11,431+1229.3% |