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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 | $78,725 | $167,353-53.0% | $143,797-45.3% | $134,545-41.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.79% | 0.48%-18.3pp | -0.04%-17.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $4,262 | $5,620-24.2% | $4,952-13.9% | $4,742-10.1% |
| Participant deferral / active EE | $8,287 | $6,447+28.5% | $5,638+47.0% | $6,401+29.5% |
| Admin fee / account holder | $854 | $18,096-95.3% | $14,679-94.2% | $11,431-92.5% |