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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 | $54,914 | $167,362-67.2% | $143,799-61.8% | $134,532-59.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.64% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $8,942 | $5,620+59.1% | $4,952+80.6% | $4,741+88.6% |
| Participant deferral / active EE | $9,524 | $6,447+47.7% | $5,638+68.9% | $6,401+48.8% |
| Admin fee / account holder | $481 | $18,094-97.3% | $14,677-96.7% | $11,429-95.8% |