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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 | $95,410 | $167,362-43.0% | $143,799-33.7% | $134,532-29.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.99% | 0.47%-16.5pp | -0.04%-15.9pp | 418.27%-434.3pp |
| Employer contribution / active EE | $9,697 | $5,620+72.5% | $4,952+95.8% | $4,741+104.5% |
| Participant deferral / active EE | $7,072 | $6,447+9.7% | $5,638+25.4% | $6,401+10.5% |
| Admin fee / account holder | $1,321 | $18,094-92.7% | $14,677-91.0% | $11,429-88.4% |