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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 | $80,977 | $167,362-51.6% | $143,799-43.7% | $134,532-39.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.14% | 0.47%-19.6pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $9,130 | $5,620+62.4% | $4,952+84.4% | $4,741+92.6% |
| Participant deferral / active EE | $4,926 | $6,447-23.6% | $5,638-12.6% | $6,401-23.0% |
| Admin fee / account holder | $638 | $18,094-96.5% | $14,677-95.7% | $11,429-94.4% |