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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 | $84,909 | $167,353-49.3% | $143,797-41.0% | $134,545-36.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.67% | 0.48%-18.2pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $12,558 | $5,620+123.4% | $4,952+153.6% | $4,742+164.9% |
| Participant deferral / active EE | $3,224 | $6,447-50.0% | $5,638-42.8% | $6,401-49.6% |
| Admin fee / account holder | $5,877 | $18,096-67.5% | $14,679-60.0% | $11,431-48.6% |