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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 | $74,871 | $167,533-55.3% | $151,645-50.6% | $134,545-44.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.02% | 7.81%-19.8pp | 3.34%-15.4pp | 418.37%-430.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,792 | $8,985-13.3% | $8,363-6.8% | $6,401+21.7% |
| Admin fee / account holder | $1,470 | $13,781-89.3% | $11,614-87.3% | $11,431-87.1% |