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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 | $95,383 | $167,362-43.0% | $143,799-33.7% | $134,532-29.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.69% | 0.47%-17.2pp | -0.04%-16.6pp | 418.27%-435.0pp |
| Employer contribution / active EE | $9,220 | $5,620+64.0% | $4,952+86.2% | $4,741+94.5% |
| Participant deferral / active EE | $5,281 | $6,447-18.1% | $5,638-6.3% | $6,401-17.5% |
| Admin fee / account holder | $4,751 | $18,094-73.7% | $14,677-67.6% | $11,429-58.4% |