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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 | $107,035 | $167,362-36.0% | $143,799-25.6% | $134,532-20.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.46% | 0.47%-6.9pp | -0.04%-6.4pp | 418.27%-424.7pp |
| Employer contribution / active EE | $3,989 | $5,620-29.0% | $4,952-19.5% | $4,741-15.9% |
| Participant deferral / active EE | $13,783 | $6,447+113.8% | $5,638+144.4% | $6,401+115.3% |
| Admin fee / account holder | $1,184 | $18,094-93.5% | $14,677-91.9% | $11,429-89.6% |