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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 | $55,065 | $167,353-67.1% | $143,797-61.7% | $134,545-59.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.31% | 0.48%-14.8pp | -0.04%-14.3pp | 418.37%-432.7pp |
| Employer contribution / active EE | $5,056 | $5,620-10.0% | $4,952+2.1% | $4,742+6.6% |
| Participant deferral / active EE | $4,399 | $6,447-31.8% | $5,638-22.0% | $6,401-31.3% |
| Admin fee / account holder | $526 | $18,096-97.1% | $14,679-96.4% | $11,431-95.4% |