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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 | $63,012 | $167,362-62.4% | $143,799-56.2% | $134,532-53.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.00% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $3,524 | $5,620-37.3% | $4,952-28.8% | $4,741-25.7% |
| Participant deferral / active EE | $7,528 | $6,447+16.8% | $5,638+33.5% | $6,401+17.6% |
| Admin fee / account holder | $353 | $18,094-98.1% | $14,677-97.6% | $11,429-96.9% |