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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 | $71,952 | $167,362-57.0% | $143,799-50.0% | $134,532-46.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.93% | 0.47%-10.4pp | -0.04%-9.9pp | 418.27%-428.2pp |
| Employer contribution / active EE | $5,850 | $5,620+4.1% | $4,952+18.1% | $4,741+23.4% |
| Participant deferral / active EE | $8,876 | $6,447+37.7% | $5,638+57.4% | $6,401+38.7% |
| Admin fee / account holder | $19,394 | $18,094+7.2% | $14,677+32.1% | $11,429+69.7% |