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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 | $54,641 | $167,522-67.4% | $151,639-64.0% | $134,532-59.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.41% | 7.81%-24.2pp | 3.34%-19.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $5,511 | $6,828-19.3% | $6,165-10.6% | $4,741+16.2% |
| Participant deferral / active EE | $7,451 | $8,986-17.1% | $8,363-10.9% | $6,401+16.4% |
| Admin fee / account holder | $10,228 | $13,780-25.8% | $11,613-11.9% | $11,429-10.5% |