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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 | $92,620 | $167,352-44.7% | $143,788-35.6% | $134,509-31.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.64% | 0.47%-11.1pp | -0.03%-10.6pp | 418.13%-428.8pp |
| Employer contribution / active EE | $15,485 | $5,620+175.5% | $4,952+212.7% | $4,741+226.7% |
| Participant deferral / active EE | $13,792 | $6,447+113.9% | $5,638+144.6% | $6,400+115.5% |
| Admin fee / account holder | $3,472 | $18,091-80.8% | $14,675-76.3% | $11,427-69.6% |