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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 | $56,104 | $167,362-66.5% | $143,799-61.0% | $134,532-58.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.92% | 0.47%-17.4pp | -0.04%-16.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $7,201 | $5,620+28.1% | $4,952+45.4% | $4,741+51.9% |
| Participant deferral / active EE | $8,842 | $6,447+37.1% | $5,638+56.8% | $6,401+38.1% |
| Admin fee / account holder | $1,823 | $18,094-89.9% | $14,677-87.6% | $11,429-84.1% |