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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 | $109,240 | $167,362-34.7% | $143,799-24.0% | $134,532-18.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.14% | 0.47%-18.6pp | -0.04%-18.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $11,450 | $5,620+103.7% | $4,952+131.2% | $4,741+141.5% |
| Participant deferral / active EE | $7,194 | $6,447+11.6% | $5,638+27.6% | $6,401+12.4% |
| Admin fee / account holder | $4,440 | $18,094-75.5% | $14,677-69.8% | $11,429-61.2% |