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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 | $43,670 | $167,362-73.9% | $143,799-69.6% | $134,532-67.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.84% | 0.47%-19.3pp | -0.04%-18.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $13,045 | $5,620+132.1% | $4,952+163.4% | $4,741+175.1% |
| Participant deferral / active EE | $5,120 | $6,447-20.6% | $5,638-9.2% | $6,401-20.0% |
| Admin fee / account holder | $319 | $18,094-98.2% | $14,677-97.8% | $11,429-97.2% |