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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 | $70,645 | $167,362-57.8% | $143,799-50.9% | $134,532-47.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.82% | 0.47%-15.3pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $14,932 | $5,620+165.7% | $4,952+201.5% | $4,741+214.9% |
| Participant deferral / active EE | $7,283 | $6,447+13.0% | $5,638+29.2% | $6,401+13.8% |
| Admin fee / account holder | $784 | $18,094-95.7% | $14,677-94.7% | $11,429-93.1% |