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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 | $56,258 | $167,353-66.4% | $143,797-60.9% | $134,545-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.69% | 0.48%-5.2pp | -0.04%-4.7pp | 418.37%-423.1pp |
| Employer contribution / active EE | $9,122 | $5,620+62.3% | $4,952+84.2% | $4,742+92.4% |
| Participant deferral / active EE | $7,592 | $6,447+17.8% | $5,638+34.6% | $6,401+18.6% |
| Admin fee / account holder | $102,052 | $18,096+464.0% | $14,679+595.2% | $11,431+792.8% |