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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 | $77,548 | $167,352-53.7% | $143,788-46.1% | $134,509-42.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.15% | 0.47%-11.6pp | -0.03%-11.1pp | 418.13%-429.3pp |
| Employer contribution / active EE | $7,922 | $5,620+41.0% | $4,952+60.0% | $4,741+67.1% |
| Participant deferral / active EE | $4,721 | $6,447-26.8% | $5,638-16.3% | $6,400-26.2% |
| Admin fee / account holder | $56,239 | $18,091+210.9% | $14,675+283.2% | $11,427+392.2% |