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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 | $45,548 | $167,353-72.8% | $143,797-68.3% | $134,545-66.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.22% | 0.48%-16.7pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $8,948 | $5,620+59.2% | $4,952+80.7% | $4,742+88.7% |
| Participant deferral / active EE | $11,162 | $6,447+73.1% | $5,638+98.0% | $6,401+74.4% |
| Admin fee / account holder | $361 | $18,096-98.0% | $14,679-97.5% | $11,431-96.8% |