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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 | $81,942 | $167,362-51.0% | $143,799-43.0% | $134,532-39.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.08% | 0.47%-16.6pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $10,471 | $5,620+86.3% | $4,952+111.4% | $4,741+120.9% |
| Participant deferral / active EE | $10,783 | $6,447+67.2% | $5,638+91.2% | $6,401+68.5% |
| Admin fee / account holder | $505 | $18,094-97.2% | $14,677-96.6% | $11,429-95.6% |