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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 | $72,012 | $167,362-57.0% | $143,799-49.9% | $134,532-46.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.00% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $25,032 | $5,620+345.4% | $4,952+405.5% | $4,741+428.0% |
| Participant deferral / active EE | $6,290 | $6,447-2.4% | $5,638+11.6% | $6,401-1.7% |
| Admin fee / account holder | $1,346 | $18,094-92.6% | $14,677-90.8% | $11,429-88.2% |