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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 | $59,129 | $167,353-64.7% | $143,797-58.9% | $134,545-56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.95% | 0.48%-17.4pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $2,813 | $5,620-50.0% | $4,952-43.2% | $4,742-40.7% |
| Participant deferral / active EE | $5,917 | $6,447-8.2% | $5,638+4.9% | $6,401-7.6% |
| Admin fee / account holder | $2,595 | $18,096-85.7% | $14,679-82.3% | $11,431-77.3% |