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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 | $110,796 | $167,353-33.8% | $143,797-23.0% | $134,545-17.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.15% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $13,859 | $5,620+146.6% | $4,952+179.8% | $4,742+192.3% |
| Participant deferral / active EE | $9,666 | $6,447+49.9% | $5,638+71.4% | $6,401+51.0% |
| Admin fee / account holder | $2,277 | $18,096-87.4% | $14,679-84.5% | $11,431-80.1% |