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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 | $121,639 | $167,362-27.3% | $143,799-15.4% | $134,532-9.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.66% | 0.47%-14.1pp | -0.04%-13.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $12,643 | $5,620+125.0% | $4,952+155.3% | $4,741+166.7% |
| Participant deferral / active EE | $6,189 | $6,447-4.0% | $5,638+9.8% | $6,401-3.3% |
| Admin fee / account holder | $2,782 | $18,094-84.6% | $14,677-81.0% | $11,429-75.7% |