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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 | $115,152 | $167,353-31.2% | $143,797-19.9% | $134,545-14.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.12% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $10,568 | $5,620+88.0% | $4,952+113.4% | $4,742+122.9% |
| Participant deferral / active EE | $6,171 | $6,447-4.3% | $5,638+9.5% | $6,401-3.6% |
| Admin fee / account holder | $2,443 | $18,096-86.5% | $14,679-83.4% | $11,431-78.6% |