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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 | $95,661 | $167,323-42.8% | $143,770-33.5% | $134,493-28.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.07% | 0.47%-13.5pp | -0.04%-13.0pp | 418.01%-431.1pp |
| Employer contribution / active EE | $16,576 | $5,619+195.0% | $4,951+234.8% | $4,740+249.7% |
| Participant deferral / active EE | $7,291 | $6,446+13.1% | $5,638+29.3% | $6,400+13.9% |
| Admin fee / account holder | $3,579 | $18,088-80.2% | $14,673-75.6% | $11,425-68.7% |