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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 | $122,579 | $167,353-26.8% | $143,797-14.8% | $134,545-8.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.36% | 0.48%-13.8pp | -0.04%-13.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $10,275 | $5,620+82.8% | $4,952+107.5% | $4,742+116.7% |
| Participant deferral / active EE | $9,592 | $6,447+48.8% | $5,638+70.1% | $6,401+49.8% |
| Admin fee / account holder | $3,319 | $18,096-81.7% | $14,679-77.4% | $11,431-71.0% |