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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 | $58,646 | $167,362-65.0% | $143,799-59.2% | $134,532-56.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.83% | 0.47%-12.3pp | -0.04%-11.8pp | 418.27%-430.1pp |
| Employer contribution / active EE | $19,841 | $5,620+253.0% | $4,952+300.6% | $4,741+318.5% |
| Participant deferral / active EE | $14,000 | $6,447+117.1% | $5,638+148.3% | $6,401+118.7% |
| Admin fee / account holder | $1,044 | $18,094-94.2% | $14,677-92.9% | $11,429-90.9% |