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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 | $98,809 | $167,353-41.0% | $143,797-31.3% | $134,545-26.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.98% | 0.48%-14.5pp | -0.04%-13.9pp | 418.37%-432.3pp |
| Employer contribution / active EE | $4,810 | $5,620-14.4% | $4,952-2.9% | $4,742+1.4% |
| Participant deferral / active EE | $6,985 | $6,447+8.3% | $5,638+23.9% | $6,401+9.1% |
| Admin fee / account holder | $2,406 | $18,096-86.7% | $14,679-83.6% | $11,431-79.0% |