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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 | $78,926 | $167,522-52.9% | $151,639-48.0% | $134,532-41.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.77% | 7.81%-24.6pp | 3.34%-20.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,184 | $6,828-68.0% | $6,165-64.6% | $4,741-53.9% |
| Participant deferral / active EE | $6,331 | $8,986-29.5% | $8,363-24.3% | $6,401-1.1% |
| Admin fee / account holder | $682 | $13,780-95.1% | $11,613-94.1% | $11,429-94.0% |