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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 | $58,597 | $167,353-65.0% | $143,797-59.3% | $134,545-56.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.92% | 0.48%-19.4pp | -0.04%-18.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $8,434 | $5,620+50.1% | $4,952+70.3% | $4,742+77.9% |
| Participant deferral / active EE | $12,080 | $6,447+87.4% | $5,638+114.2% | $6,401+88.7% |
| Admin fee / account holder | $5,861 | $18,096-67.6% | $14,679-60.1% | $11,431-48.7% |