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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 | $59,273 | $53,546+10.7% | $69,890-15.2% | $68,490-13.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.46% | -13.87%-1.6pp | 190.84%-206.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $11,555 | $2,019+472.3% | $2,560+351.3% | $2,597+345.0% |
| Participant deferral / active EE | $6,752 | $2,957+128.4% | $3,848+75.5% | $4,028+67.6% |
| Admin fee / account holder | $19,644 | $4,693+318.6% | $6,267+213.4% | $5,403+263.6% |