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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 | $77,906 | $167,362-53.5% | $143,799-45.8% | $134,532-42.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.36% | 0.47%-19.8pp | -0.04%-19.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $23,435 | $5,620+317.0% | $4,952+373.2% | $4,741+394.3% |
| Participant deferral / active EE | $20,283 | $6,447+214.6% | $5,638+259.7% | $6,401+216.9% |
| Admin fee / account holder | $1,789 | $18,094-90.1% | $14,677-87.8% | $11,429-84.4% |