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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 | $80,970 | $167,352-51.6% | $143,788-43.7% | $134,509-39.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.48% | 0.47%-18.0pp | -0.03%-17.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $9,119 | $5,620+62.3% | $4,952+84.2% | $4,741+92.4% |
| Participant deferral / active EE | $7,972 | $6,447+23.6% | $5,638+41.4% | $6,400+24.6% |
| Admin fee / account holder | $1,882 | $18,091-89.6% | $14,675-87.2% | $11,427-83.5% |