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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 | $61,977 | $142,392-56.5% | $119,622-48.2% | $134,532-53.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.00% | -12.46%-7.5pp | -14.98%-5.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $11,710 | $5,224+124.2% | $4,232+176.7% | $4,741+147.0% |
| Participant deferral / active EE | $18,645 | $6,467+188.3% | $5,601+232.9% | $6,401+191.3% |
| Admin fee / account holder | $2,222 | $13,593-83.7% | $10,328-78.5% | $11,429-80.6% |