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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 | $34,771 | $167,362-79.2% | $143,799-75.8% | $134,532-74.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.39% | 0.47%-6.9pp | -0.04%-6.3pp | 418.27%-424.7pp |
| Employer contribution / active EE | $5,766 | $5,620+2.6% | $4,952+16.4% | $4,741+21.6% |
| Participant deferral / active EE | $13,952 | $6,447+116.4% | $5,638+147.4% | $6,401+118.0% |
| Admin fee / account holder | $30,022 | $18,094+65.9% | $14,677+104.5% | $11,429+162.7% |