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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 | $91,142 | $167,353-45.5% | $143,797-36.6% | $134,545-32.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.22% | 0.48%-14.7pp | -0.04%-14.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $20,186 | $5,620+259.2% | $4,952+307.6% | $4,742+325.7% |
| Participant deferral / active EE | $9,316 | $6,447+44.5% | $5,638+65.2% | $6,401+45.5% |
| Admin fee / account holder | $654 | $18,096-96.4% | $14,679-95.5% | $11,431-94.3% |