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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 | $92,422 | $167,352-44.8% | $143,788-35.7% | $134,509-31.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.76% | 0.47%-17.2pp | -0.03%-16.7pp | 418.13%-434.9pp |
| Employer contribution / active EE | $5,909 | $5,620+5.1% | $4,952+19.3% | $4,741+24.7% |
| Participant deferral / active EE | $8,389 | $6,447+30.1% | $5,638+48.8% | $6,400+31.1% |
| Admin fee / account holder | $914 | $18,091-94.9% | $14,675-93.8% | $11,427-92.0% |