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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 | $62,163 | $167,362-62.9% | $143,799-56.8% | $134,532-53.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.61% | 0.47%-16.1pp | -0.04%-15.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $4,708 | $5,620-16.2% | $4,952-4.9% | $4,741-0.7% |
| Participant deferral / active EE | $7,545 | $6,447+17.0% | $5,638+33.8% | $6,401+17.9% |
| Admin fee / account holder | $1,997 | $18,094-89.0% | $14,677-86.4% | $11,429-82.5% |