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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 | $112,224 | $167,352-32.9% | $143,788-22.0% | $134,509-16.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.70% | 0.47%-16.2pp | -0.03%-15.7pp | 418.13%-433.8pp |
| Employer contribution / active EE | $11,239 | $5,620+100.0% | $4,952+127.0% | $4,741+137.1% |
| Participant deferral / active EE | $7,313 | $6,447+13.4% | $5,638+29.7% | $6,400+14.3% |
| Admin fee / account holder | $28,257 | $18,091+56.2% | $14,675+92.6% | $11,427+147.3% |