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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 | $91,836 | $167,323-45.1% | $143,770-36.1% | $134,493-31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.83% | 0.47%-18.3pp | -0.04%-17.8pp | 418.01%-435.8pp |
| Employer contribution / active EE | $6,714 | $5,619+19.5% | $4,951+35.6% | $4,740+41.7% |
| Participant deferral / active EE | $7,449 | $6,446+15.6% | $5,638+32.1% | $6,400+16.4% |
| Admin fee / account holder | $42,230 | $18,088+133.5% | $14,673+187.8% | $11,425+269.6% |