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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 | $61,023 | $167,353-63.5% | $143,797-57.6% | $134,545-54.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.37% | 0.48%-18.8pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $13,302 | $5,620+136.7% | $4,952+168.6% | $4,742+180.5% |
| Participant deferral / active EE | $6,003 | $6,447-6.9% | $5,638+6.5% | $6,401-6.2% |
| Admin fee / account holder | $367 | $18,096-98.0% | $14,679-97.5% | $11,431-96.8% |