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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 | $113,080 | $167,352-32.4% | $143,788-21.4% | $134,509-15.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.94% | 0.47%-15.4pp | -0.03%-14.9pp | 418.13%-433.1pp |
| Employer contribution / active EE | $10,963 | $5,620+95.1% | $4,952+121.4% | $4,741+131.3% |
| Participant deferral / active EE | $7,301 | $6,447+13.2% | $5,638+29.5% | $6,400+14.1% |
| Admin fee / account holder | $1,994 | $18,091-89.0% | $14,675-86.4% | $11,427-82.6% |