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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 | $90,439 | $167,353-46.0% | $143,797-37.1% | $134,545-32.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.40% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $12,372 | $5,620+120.1% | $4,952+149.8% | $4,742+160.9% |
| Participant deferral / active EE | $10,900 | $6,447+69.1% | $5,638+93.3% | $6,401+70.3% |
| Admin fee / account holder | $730 | $18,096-96.0% | $14,679-95.0% | $11,431-93.6% |