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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 | $63,216 | $167,353-62.2% | $143,797-56.0% | $134,545-53.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.93% | 0.48%-17.4pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $5,026 | $5,620-10.6% | $4,952+1.5% | $4,742+6.0% |
| Participant deferral / active EE | $2,932 | $6,447-54.5% | $5,638-48.0% | $6,401-54.2% |
| Admin fee / account holder | $1,809 | $18,096-90.0% | $14,679-87.7% | $11,431-84.2% |