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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 | $70,600 | $167,353-57.8% | $143,797-50.9% | $134,545-47.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.70% | 0.48%-14.2pp | -0.04%-13.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $10,108 | $5,620+79.8% | $4,952+104.1% | $4,742+113.2% |
| Participant deferral / active EE | $8,200 | $6,447+27.2% | $5,638+45.4% | $6,401+28.1% |
| Admin fee / account holder | $9,471 | $18,096-47.7% | $14,679-35.5% | $11,431-17.1% |