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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 | $32,276 | $167,352-80.7% | $143,788-77.6% | $134,509-76.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.76% | 0.47%-19.2pp | -0.03%-18.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $2,988 | $5,620-46.8% | $4,952-39.7% | $4,741-37.0% |
| Participant deferral / active EE | $6,576 | $6,447+2.0% | $5,638+16.6% | $6,400+2.7% |
| Admin fee / account holder | $1,452 | $18,091-92.0% | $14,675-90.1% | $11,427-87.3% |