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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 | $70,534 | $167,353-57.9% | $143,797-50.9% | $134,545-47.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.82% | 0.48%-14.3pp | -0.04%-13.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $9,655 | $5,620+71.8% | $4,952+95.0% | $4,742+103.6% |
| Participant deferral / active EE | $8,149 | $6,447+26.4% | $5,638+44.5% | $6,401+27.3% |
| Admin fee / account holder | $316 | $18,096-98.3% | $14,679-97.8% | $11,431-97.2% |