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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 | $64,240 | $167,503-61.6% | $151,627-57.6% | $134,493-52.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.13% | 7.80%-21.9pp | 3.33%-17.5pp | 418.01%-432.1pp |
| Employer contribution / active EE | $7,490 | $6,829+9.7% | $6,166+21.5% | $4,740+58.0% |
| Participant deferral / active EE | $13,217 | $8,985+47.1% | $8,363+58.0% | $6,400+106.5% |
| Admin fee / account holder | $48,910 | $13,777+255.0% | $11,612+321.2% | $11,425+328.1% |