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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 | $82,193 | $167,362-50.9% | $143,799-42.8% | $134,532-38.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.71% | 0.47%-17.2pp | -0.04%-16.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $6,436 | $5,620+14.5% | $4,952+30.0% | $4,741+35.8% |
| Participant deferral / active EE | $5,705 | $6,447-11.5% | $5,638+1.2% | $6,401-10.9% |
| Admin fee / account holder | $1,367 | $18,094-92.4% | $14,677-90.7% | $11,429-88.0% |