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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 | $167,323-45.5% | $143,770-36.6% | $134,493-32.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.22% | 0.47%-14.7pp | -0.04%-14.2pp | 418.01%-432.2pp |
| Employer contribution / active EE | $20,186 | $5,619+259.2% | $4,951+307.7% | $4,740+325.9% |
| Participant deferral / active EE | $9,316 | $6,446+44.5% | $5,638+65.3% | $6,400+45.6% |
| Admin fee / account holder | $654 | $18,088-96.4% | $14,673-95.5% | $11,425-94.3% |