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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 | $50,508 | $167,362-69.8% | $143,799-64.9% | $134,532-62.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.32% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $3,294 | $5,620-41.4% | $4,952-33.5% | $4,741-30.5% |
| Participant deferral / active EE | $6,833 | $6,447+6.0% | $5,638+21.2% | $6,401+6.8% |
| Admin fee / account holder | $1,894 | $18,094-89.5% | $14,677-87.1% | $11,429-83.4% |