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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 | $53,728 | $167,352-67.9% | $143,788-62.6% | $134,509-60.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.99% | 0.47%-15.5pp | -0.03%-15.0pp | 418.13%-433.1pp |
| Employer contribution / active EE | $3,901 | $5,620-30.6% | $4,952-21.2% | $4,741-17.7% |
| Participant deferral / active EE | $8,422 | $6,447+30.6% | $5,638+49.4% | $6,400+31.6% |
| Admin fee / account holder | $929 | $18,091-94.9% | $14,675-93.7% | $11,427-91.9% |