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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 | $76,551 | $167,504-54.3% | $151,628-49.5% | $134,509-43.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.13% | 7.81%-23.9pp | 3.34%-19.5pp | 418.13%-434.3pp |
| Employer contribution / active EE | $5,735 | $6,828-16.0% | $6,165-7.0% | $4,741+21.0% |
| Participant deferral / active EE | $4,161 | $8,985-53.7% | $8,363-50.2% | $6,400-35.0% |
| Admin fee / account holder | $24,409 | $13,779+77.2% | $11,613+110.2% | $11,427+113.6% |