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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 | $77,438 | $167,353-53.7% | $143,797-46.1% | $134,545-42.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.75% | 0.48%-16.2pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $11,330 | $5,620+101.6% | $4,952+128.8% | $4,742+139.0% |
| Participant deferral / active EE | $10,427 | $6,447+61.7% | $5,638+84.9% | $6,401+62.9% |
| Admin fee / account holder | $712 | $18,096-96.1% | $14,679-95.1% | $11,431-93.8% |