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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 | $76,855 | $167,352-54.1% | $143,788-46.6% | $134,509-42.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.76% | 0.47%-20.2pp | -0.03%-19.7pp | 418.13%-437.9pp |
| Employer contribution / active EE | $16,924 | $5,620+201.1% | $4,952+241.8% | $4,741+257.0% |
| Participant deferral / active EE | $13,702 | $6,447+112.5% | $5,638+143.0% | $6,400+114.1% |
| Admin fee / account holder | $795 | $18,091-95.6% | $14,675-94.6% | $11,427-93.0% |