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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 | $91,200 | $167,362-45.5% | $143,799-36.6% | $134,532-32.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.50% | 0.47%-16.0pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $4,155 | $5,620-26.1% | $4,952-16.1% | $4,741-12.4% |
| Participant deferral / active EE | $21,667 | $6,447+236.1% | $5,638+284.3% | $6,401+238.5% |
| Admin fee / account holder | $61,206 | $18,094+238.3% | $14,677+317.0% | $11,429+435.6% |