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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 | $74,649 | $167,353-55.4% | $143,797-48.1% | $134,545-44.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.16% | 0.48%-15.6pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $3,956 | $5,620-29.6% | $4,952-20.1% | $4,742-16.6% |
| Participant deferral / active EE | $8,350 | $6,447+29.5% | $5,638+48.1% | $6,401+30.4% |
| Admin fee / account holder | $1,341 | $18,096-92.6% | $14,679-90.9% | $11,431-88.3% |