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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 | $74,747 | $167,352-55.3% | $143,788-48.0% | $134,509-44.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.10% | 0.47%-17.6pp | -0.03%-17.1pp | 418.13%-435.2pp |
| Employer contribution / active EE | $5,102 | $5,620-9.2% | $4,952+3.0% | $4,741+7.6% |
| Participant deferral / active EE | $3,608 | $6,447-44.0% | $5,638-36.0% | $6,400-43.6% |
| Admin fee / account holder | $985 | $18,091-94.6% | $14,675-93.3% | $11,427-91.4% |