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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 | $62,281 | $167,353-62.8% | $143,797-56.7% | $134,545-53.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.73% | 0.48%-18.2pp | -0.04%-17.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $9,934 | $5,620+76.7% | $4,952+100.6% | $4,742+109.5% |
| Participant deferral / active EE | $5,617 | $6,447-12.9% | $5,638-0.4% | $6,401-12.3% |
| Admin fee / account holder | $5,480 | $18,096-69.7% | $14,679-62.7% | $11,431-52.1% |