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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 | $64,479 | $167,353-61.5% | $143,797-55.2% | $134,545-52.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.38% | 0.48%-14.9pp | -0.04%-14.3pp | 418.37%-432.8pp |
| Employer contribution / active EE | $5,906 | $5,620+5.1% | $4,952+19.2% | $4,742+24.5% |
| Participant deferral / active EE | $6,106 | $6,447-5.3% | $5,638+8.3% | $6,401-4.6% |
| Admin fee / account holder | $732 | $18,096-96.0% | $14,679-95.0% | $11,431-93.6% |