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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 | $87,721 | $167,353-47.6% | $143,797-39.0% | $134,545-34.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.76% | 0.48%-16.2pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $14,304 | $5,620+154.5% | $4,952+188.8% | $4,742+201.7% |
| Participant deferral / active EE | $8,747 | $6,447+35.7% | $5,638+55.1% | $6,401+36.6% |
| Admin fee / account holder | $1,765 | $18,096-90.2% | $14,679-88.0% | $11,431-84.6% |