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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 | $72,034 | $142,361-49.4% | $119,608-39.8% | $134,509-46.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.70% | -12.46%-3.2pp | -14.98%-0.7pp | 418.13%-433.8pp |
| Employer contribution / active EE | $6,987 | $5,224+33.7% | $4,232+65.1% | $4,741+47.4% |
| Participant deferral / active EE | $14,774 | $6,468+128.4% | $5,601+163.7% | $6,400+130.8% |
| Admin fee / account holder | $1,964 | $13,588-85.5% | $10,326-81.0% | $11,427-82.8% |