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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 | $72,735 | $167,352-56.5% | $143,788-49.4% | $134,509-45.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.06% | 0.47%-19.5pp | -0.03%-19.0pp | 418.13%-437.2pp |
| Employer contribution / active EE | $18,300 | $5,620+225.6% | $4,952+269.6% | $4,741+286.0% |
| Participant deferral / active EE | $20,500 | $6,447+218.0% | $5,638+263.6% | $6,400+220.3% |
| Admin fee / account holder | $1,020 | $18,091-94.4% | $14,675-93.1% | $11,427-91.1% |