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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 | $41,291 | $167,362-75.3% | $143,799-71.3% | $134,532-69.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.91% | 0.47%-20.4pp | -0.04%-19.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $7,023 | $5,620+25.0% | $4,952+41.8% | $4,741+48.1% |
| Participant deferral / active EE | $12,616 | $6,447+95.7% | $5,638+123.7% | $6,401+97.1% |
| Admin fee / account holder | $5,229 | $18,094-71.1% | $14,677-64.4% | $11,429-54.2% |