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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 | $65,443 | $167,362-60.9% | $143,799-54.5% | $134,532-51.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.17% | 0.47%-19.6pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $3,836 | $5,620-31.8% | $4,952-22.5% | $4,741-19.1% |
| Participant deferral / active EE | $8,891 | $6,447+37.9% | $5,638+57.7% | $6,401+38.9% |
| Admin fee / account holder | $555 | $18,094-96.9% | $14,677-96.2% | $11,429-95.1% |