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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 | $65,050 | $167,353-61.1% | $143,797-54.8% | $134,545-51.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.75% | 0.48%-11.2pp | -0.04%-10.7pp | 418.37%-429.1pp |
| Employer contribution / active EE | $9,626 | $5,620+71.3% | $4,952+94.4% | $4,742+103.0% |
| Participant deferral / active EE | $9,071 | $6,447+40.7% | $5,638+60.9% | $6,401+41.7% |
| Admin fee / account holder | $54,680 | $18,096+202.2% | $14,679+272.5% | $11,431+378.4% |