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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 | $55,076 | $167,353-67.1% | $143,797-61.7% | $134,545-59.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.27% | 0.48%-17.8pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $9,858 | $5,620+75.4% | $4,952+99.1% | $4,742+107.9% |
| Participant deferral / active EE | $6,551 | $6,447+1.6% | $5,638+16.2% | $6,401+2.3% |
| Admin fee / account holder | $374 | $18,096-97.9% | $14,679-97.5% | $11,431-96.7% |