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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 | $91,141 | $167,362-45.5% | $143,799-36.6% | $134,532-32.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.96% | 0.47%-13.4pp | -0.04%-12.9pp | 418.27%-431.2pp |
| Employer contribution / active EE | $6,441 | $5,620+14.6% | $4,952+30.1% | $4,741+35.9% |
| Participant deferral / active EE | $7,409 | $6,447+14.9% | $5,638+31.4% | $6,401+15.7% |
| Admin fee / account holder | $955 | $18,094-94.7% | $14,677-93.5% | $11,429-91.6% |