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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 | $94,029 | $167,353-43.8% | $143,797-34.6% | $134,545-30.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.44% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $11,558 | $5,620+105.6% | $4,952+133.4% | $4,742+143.8% |
| Participant deferral / active EE | $7,530 | $6,447+16.8% | $5,638+33.5% | $6,401+17.6% |
| Admin fee / account holder | $1,734 | $18,096-90.4% | $14,679-88.2% | $11,431-84.8% |