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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 | $51,428 | $167,353-69.3% | $143,797-64.2% | $134,545-61.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.61% | 0.48%-20.1pp | -0.04%-19.6pp | 418.37%-438.0pp |
| Employer contribution / active EE | $5,629 | $5,620+0.2% | $4,952+13.7% | $4,742+18.7% |
| Participant deferral / active EE | $12,068 | $6,447+87.2% | $5,638+114.0% | $6,401+88.5% |
| Admin fee / account holder | $514 | $18,096-97.2% | $14,679-96.5% | $11,431-95.5% |