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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 | $72,226 | $167,362-56.8% | $143,799-49.8% | $134,532-46.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.92% | 0.47%-10.4pp | -0.04%-9.9pp | 418.27%-428.2pp |
| Employer contribution / active EE | $6,196 | $5,620+10.2% | $4,952+25.1% | $4,741+30.7% |
| Participant deferral / active EE | $5,291 | $6,447-17.9% | $5,638-6.2% | $6,401-17.3% |
| Admin fee / account holder | $5,080 | $18,094-71.9% | $14,677-65.4% | $11,429-55.5% |