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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 | $40,334 | $167,362-75.9% | $143,799-72.0% | $134,532-70.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.01% | 0.47%-18.5pp | -0.04%-18.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $13,035 | $5,620+131.9% | $4,952+163.2% | $4,741+174.9% |
| Participant deferral / active EE | $13,706 | $6,447+112.6% | $5,638+143.1% | $6,401+114.1% |
| Admin fee / account holder | $775 | $18,094-95.7% | $14,677-94.7% | $11,429-93.2% |