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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 | $87,641 | $107,809-18.7% | $90,657-3.3% | $135,380-35.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.77% | -0.90%-4.9pp | 1.89%-7.7pp | 519.81%-525.6pp |
| Employer contribution / active EE | $13,267 | $3,018+339.6% | $2,532+424.0% | $4,779+177.6% |
| Participant deferral / active EE | $11,728 | $3,872+202.9% | $3,424+242.5% | $5,609+109.1% |
| Admin fee / account holder | $15,490 | $5,931+161.2% | $4,994+210.1% | $10,828+43.1% |