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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 | $84,760 | $167,353-49.4% | $143,797-41.1% | $134,545-37.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.58% | 0.48%-3.1pp | -0.04%-2.5pp | 418.37%-420.9pp |
| Employer contribution / active EE | $3,998 | $5,620-28.9% | $4,952-19.3% | $4,742-15.7% |
| Participant deferral / active EE | $9,869 | $6,447+53.1% | $5,638+75.0% | $6,401+54.2% |
| Admin fee / account holder | $3,093 | $18,096-82.9% | $14,679-78.9% | $11,431-72.9% |