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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 | $79,791 | $167,353-52.3% | $143,797-44.5% | $134,545-40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.99% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $7,193 | $5,620+28.0% | $4,952+45.2% | $4,742+51.7% |
| Participant deferral / active EE | $4,237 | $6,447-34.3% | $5,638-24.9% | $6,401-33.8% |
| Admin fee / account holder | $1,070 | $18,096-94.1% | $14,679-92.7% | $11,431-90.6% |