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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 | $72,628 | $167,362-56.6% | $143,799-49.5% | $134,532-46.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.01% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,806 | $5,620-67.9% | $4,952-63.5% | $4,741-61.9% |
| Participant deferral / active EE | $5,645 | $6,447-12.5% | $5,638+0.1% | $6,401-11.8% |
| Admin fee / account holder | $337 | $18,094-98.1% | $14,677-97.7% | $11,429-97.1% |