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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 | $75,029 | $167,353-55.2% | $143,797-47.8% | $134,545-44.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.43% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $16,195 | $5,620+188.1% | $4,952+227.0% | $4,742+241.6% |
| Participant deferral / active EE | $9,288 | $6,447+44.1% | $5,638+64.7% | $6,401+45.1% |
| Admin fee / account holder | $4,785 | $18,096-73.6% | $14,679-67.4% | $11,431-58.1% |