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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 | $64,313 | $167,353-61.6% | $143,797-55.3% | $134,545-52.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.21% | 0.48%-16.7pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $7,866 | $5,620+39.9% | $4,952+58.8% | $4,742+65.9% |
| Participant deferral / active EE | $5,614 | $6,447-12.9% | $5,638-0.4% | $6,401-12.3% |
| Admin fee / account holder | $6,199 | $18,096-65.7% | $14,679-57.8% | $11,431-45.8% |