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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 | $107,941 | $167,353-35.5% | $143,797-24.9% | $134,545-19.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.81% | 0.48%-10.3pp | -0.04%-9.8pp | 418.37%-428.2pp |
| Employer contribution / active EE | $7,211 | $5,620+28.3% | $4,952+45.6% | $4,742+52.1% |
| Participant deferral / active EE | $13,848 | $6,447+114.8% | $5,638+145.6% | $6,401+116.3% |
| Admin fee / account holder | $1,977 | $18,096-89.1% | $14,679-86.5% | $11,431-82.7% |