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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 | $167,323-18.4% | $143,770-5.0% | $134,493+1.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.43% | 0.47%-10.9pp | -0.04%-10.4pp | 418.01%-428.4pp |
| Employer contribution / active EE | $17,381 | $5,619+209.3% | $4,951+251.1% | $4,740+266.7% |
| Participant deferral / active EE | $12,075 | $6,446+87.3% | $5,638+114.2% | $6,400+88.7% |
| Admin fee / account holder | $151,949 | $18,088+740.0% | $14,673+935.6% | $11,425+1230.0% |