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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 | $48,095 | $167,352-71.3% | $143,788-66.6% | $134,509-64.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.06% | 0.47%-16.5pp | -0.03%-16.0pp | 418.13%-434.2pp |
| Employer contribution / active EE | $5,537 | $5,620-1.5% | $4,952+11.8% | $4,741+16.8% |
| Participant deferral / active EE | $7,701 | $6,447+19.4% | $5,638+36.6% | $6,400+20.3% |
| Admin fee / account holder | $966 | $18,091-94.7% | $14,675-93.4% | $11,427-91.5% |