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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 | $93,602 | $167,353-44.1% | $143,797-34.9% | $134,545-30.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.99% | 0.48%-14.5pp | -0.04%-13.9pp | 418.37%-432.4pp |
| Employer contribution / active EE | $40,338 | $5,620+617.7% | $4,952+714.5% | $4,742+750.7% |
| Participant deferral / active EE | $20,383 | $6,447+216.2% | $5,638+261.5% | $6,401+218.4% |
| Admin fee / account holder | $1,562 | $18,096-91.4% | $14,679-89.4% | $11,431-86.3% |