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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 | $55,799 | $167,353-66.7% | $143,797-61.2% | $134,545-58.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.04% | 0.48%-19.5pp | -0.04%-19.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $8,712 | $5,620+55.0% | $4,952+75.9% | $4,742+83.7% |
| Participant deferral / active EE | $2,755 | $6,447-57.3% | $5,638-51.1% | $6,401-57.0% |
| Admin fee / account holder | $750 | $18,096-95.9% | $14,679-94.9% | $11,431-93.4% |