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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 | $64,789 | $167,353-61.3% | $143,797-54.9% | $134,545-51.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.96% | 0.48%-17.4pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $12,719 | $5,620+126.3% | $4,952+156.8% | $4,742+168.2% |
| Participant deferral / active EE | $8,860 | $6,447+37.4% | $5,638+57.1% | $6,401+38.4% |
| Admin fee / account holder | $4,250 | $18,096-76.5% | $14,679-71.1% | $11,431-62.8% |