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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 | $52,559 | $167,353-68.6% | $143,797-63.4% | $134,545-60.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.54% | 0.48%-4.0pp | -0.04%-3.5pp | 418.37%-421.9pp |
| Employer contribution / active EE | $6,549 | $5,620+16.5% | $4,952+32.2% | $4,742+38.1% |
| Participant deferral / active EE | $6,474 | $6,447+0.4% | $5,638+14.8% | $6,401+1.1% |
| Admin fee / account holder | $489 | $18,096-97.3% | $14,679-96.7% | $11,431-95.7% |