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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 | $67,005 | $167,353-60.0% | $143,797-53.4% | $134,545-50.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.65% | 0.48%-14.1pp | -0.04%-13.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $24,138 | $5,620+329.5% | $4,952+387.4% | $4,742+409.1% |
| Participant deferral / active EE | $8,280 | $6,447+28.4% | $5,638+46.8% | $6,401+29.3% |
| Admin fee / account holder | $7,119 | $18,096-60.7% | $14,679-51.5% | $11,431-37.7% |