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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 | $62,284 | $167,353-62.8% | $143,797-56.7% | $134,545-53.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.79% | 0.48%-12.3pp | -0.04%-11.7pp | 418.37%-430.2pp |
| Employer contribution / active EE | $9,541 | $5,620+69.8% | $4,952+92.7% | $4,742+101.2% |
| Participant deferral / active EE | $2,430 | $6,447-62.3% | $5,638-56.9% | $6,401-62.0% |
| Admin fee / account holder | $31,749 | $18,096+75.4% | $14,679+116.3% | $11,431+177.8% |