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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 | $41,863 | $167,352-75.0% | $143,788-70.9% | $134,509-68.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.56% | 0.47%-16.0pp | -0.03%-15.5pp | 418.13%-433.7pp |
| Employer contribution / active EE | $7,499 | $5,620+33.4% | $4,952+51.4% | $4,741+58.2% |
| Participant deferral / active EE | $7,137 | $6,447+10.7% | $5,638+26.6% | $6,400+11.5% |
| Admin fee / account holder | $21,388 | $18,091+18.2% | $14,675+45.7% | $11,427+87.2% |