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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 | $35,337 | $167,352-78.9% | $143,788-75.4% | $134,509-73.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.97% | 0.47%-17.4pp | -0.03%-16.9pp | 418.13%-435.1pp |
| Employer contribution / active EE | $5,504 | $5,620-2.1% | $4,952+11.1% | $4,741+16.1% |
| Participant deferral / active EE | $3,939 | $6,447-38.9% | $5,638-30.1% | $6,400-38.5% |
| Admin fee / account holder | $365 | $18,091-98.0% | $14,675-97.5% | $11,427-96.8% |