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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 | $56,748 | $142,409-60.2% | $119,634-52.6% | $134,545-57.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.71% | -12.46%-5.2pp | -14.98%-2.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $7,005 | $5,224+34.1% | $4,232+65.5% | $4,742+47.7% |
| Participant deferral / active EE | $11,710 | $6,468+81.0% | $5,601+109.1% | $6,401+82.9% |
| Admin fee / account holder | $12,084 | $13,594-11.1% | $10,329+17.0% | $11,431+5.7% |