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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 | $60,229 | $167,352-64.0% | $143,788-58.1% | $134,509-55.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.54% | 0.47%-19.0pp | -0.03%-18.5pp | 418.13%-436.7pp |
| Employer contribution / active EE | $9,334 | $5,620+66.1% | $4,952+88.5% | $4,741+96.9% |
| Participant deferral / active EE | $7,694 | $6,447+19.3% | $5,638+36.5% | $6,400+20.2% |
| Admin fee / account holder | $3,537 | $18,091-80.4% | $14,675-75.9% | $11,427-69.0% |