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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 | $71,366 | $167,362-57.4% | $143,799-50.4% | $134,532-47.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.44% | 0.47%-15.9pp | -0.04%-15.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $12,542 | $5,620+123.2% | $4,952+153.3% | $4,741+164.5% |
| Participant deferral / active EE | $6,813 | $6,447+5.7% | $5,638+20.8% | $6,401+6.4% |
| Admin fee / account holder | $466 | $18,094-97.4% | $14,677-96.8% | $11,429-95.9% |