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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 | $68,665 | $167,353-59.0% | $143,797-52.2% | $134,545-49.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.01% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $6,019 | $5,620+7.1% | $4,952+21.5% | $4,742+26.9% |
| Participant deferral / active EE | $4,501 | $6,447-30.2% | $5,638-20.2% | $6,401-29.7% |
| Admin fee / account holder | $407 | $18,096-97.8% | $14,679-97.2% | $11,431-96.4% |