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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 | $83,673 | $167,362-50.0% | $143,799-41.8% | $134,532-37.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.03% | 0.47%-15.5pp | -0.04%-15.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $7,848 | $5,620+39.6% | $4,952+58.5% | $4,741+65.5% |
| Participant deferral / active EE | $7,740 | $6,447+20.0% | $5,638+37.3% | $6,401+20.9% |
| Admin fee / account holder | $536 | $18,094-97.0% | $14,677-96.3% | $11,429-95.3% |