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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 | $49,188 | $167,353-70.6% | $143,797-65.8% | $134,545-63.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.96% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $4,528 | $5,620-19.4% | $4,952-8.6% | $4,742-4.5% |
| Participant deferral / active EE | $7,761 | $6,447+20.4% | $5,638+37.7% | $6,401+21.2% |
| Admin fee / account holder | $429 | $18,096-97.6% | $14,679-97.1% | $11,431-96.2% |