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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 | $78,032 | $167,353-53.4% | $143,797-45.7% | $134,545-42.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.06% | 0.48%-15.5pp | -0.04%-15.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $19,956 | $5,620+255.1% | $4,952+303.0% | $4,742+320.9% |
| Participant deferral / active EE | $5,000 | $6,447-22.4% | $5,638-11.3% | $6,401-21.9% |
| Admin fee / account holder | $31,408 | $18,096+73.6% | $14,679+114.0% | $11,431+174.8% |