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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 | $56,157 | $167,362-66.4% | $143,799-60.9% | $134,532-58.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $28,068 | $5,620+399.4% | $4,952+466.8% | $4,741+492.0% |
| Participant deferral / active EE | $18,917 | $6,447+193.4% | $5,638+235.5% | $6,401+195.5% |
| Admin fee / account holder | $357 | $18,094-98.0% | $14,677-97.6% | $11,429-96.9% |