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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 | $67,506 | $167,353-59.7% | $143,797-53.1% | $134,545-49.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.80% | 0.48%-15.3pp | -0.04%-14.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $3,786 | $5,620-32.6% | $4,952-23.6% | $4,742-20.2% |
| Participant deferral / active EE | $4,883 | $6,447-24.3% | $5,638-13.4% | $6,401-23.7% |
| Admin fee / account holder | $970 | $18,096-94.6% | $14,679-93.4% | $11,431-91.5% |