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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 | $79,135 | $167,353-52.7% | $143,797-45.0% | $134,545-41.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.46% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $15,535 | $5,620+176.4% | $4,952+213.7% | $4,742+227.6% |
| Participant deferral / active EE | $12,372 | $6,447+91.9% | $5,638+119.4% | $6,401+93.3% |
| Admin fee / account holder | $1,285 | $18,096-92.9% | $14,679-91.2% | $11,431-88.8% |