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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 | $63,583 | $167,362-62.0% | $143,799-55.8% | $134,532-52.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.98% | 0.47%-11.5pp | -0.04%-10.9pp | 418.27%-429.3pp |
| Employer contribution / active EE | $3,052 | $5,620-45.7% | $4,952-38.4% | $4,741-35.6% |
| Participant deferral / active EE | $6,570 | $6,447+1.9% | $5,638+16.5% | $6,401+2.6% |
| Admin fee / account holder | $367 | $18,094-98.0% | $14,677-97.5% | $11,429-96.8% |