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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 | $58,157 | $167,353-65.2% | $143,797-59.6% | $134,545-56.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.12% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $9,149 | $5,620+62.8% | $4,952+84.7% | $4,742+92.9% |
| Participant deferral / active EE | $4,338 | $6,447-32.7% | $5,638-23.1% | $6,401-32.2% |
| Admin fee / account holder | $12,642 | $18,096-30.1% | $14,679-13.9% | $11,431+10.6% |