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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 | $80,394 | $167,362-52.0% | $143,799-44.1% | $134,532-40.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.39% | 0.47%-15.9pp | -0.04%-15.3pp | 418.27%-433.7pp |
| Employer contribution / active EE | $10,599 | $5,620+88.6% | $4,952+114.0% | $4,741+123.6% |
| Participant deferral / active EE | $4,654 | $6,447-27.8% | $5,638-17.5% | $6,401-27.3% |
| Admin fee / account holder | $17,326 | $18,094-4.2% | $14,677+18.0% | $11,429+51.6% |