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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 | $72,048 | $167,352-56.9% | $143,788-49.9% | $134,509-46.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.98% | 0.47%-19.5pp | -0.03%-19.0pp | 418.13%-437.1pp |
| Employer contribution / active EE | $11,019 | $5,620+96.1% | $4,952+122.5% | $4,741+132.4% |
| Participant deferral / active EE | $3,333 | $6,447-48.3% | $5,638-40.9% | $6,400-47.9% |
| Admin fee / account holder | $667 | $18,091-96.3% | $14,675-95.5% | $11,427-94.2% |