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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 | $74,226 | $167,353-55.6% | $143,797-48.4% | $134,545-44.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.68% | 0.48%-9.2pp | -0.04%-8.6pp | 418.37%-427.0pp |
| Employer contribution / active EE | $3,964 | $5,620-29.5% | $4,952-20.0% | $4,742-16.4% |
| Participant deferral / active EE | $5,399 | $6,447-16.3% | $5,638-4.2% | $6,401-15.7% |
| Admin fee / account holder | $11,939 | $18,096-34.0% | $14,679-18.7% | $11,431+4.4% |