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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 | $99,165 | $167,352-40.7% | $143,788-31.0% | $134,509-26.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.23% | 0.47%-16.7pp | -0.03%-16.2pp | 418.13%-434.4pp |
| Employer contribution / active EE | $7,990 | $5,620+42.2% | $4,952+61.4% | $4,741+68.6% |
| Participant deferral / active EE | $10,458 | $6,447+62.2% | $5,638+85.5% | $6,400+63.4% |
| Admin fee / account holder | $1,881 | $18,091-89.6% | $14,675-87.2% | $11,427-83.5% |