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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 | $86,482 | $167,362-48.3% | $143,799-39.9% | $134,532-35.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.47% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $6,993 | $5,620+24.4% | $4,952+41.2% | $4,741+47.5% |
| Participant deferral / active EE | $15,440 | $6,447+139.5% | $5,638+173.8% | $6,401+141.2% |
| Admin fee / account holder | $29,719 | $18,094+64.3% | $14,677+102.5% | $11,429+160.0% |