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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 | $71,391 | $167,362-57.3% | $143,799-50.4% | $134,532-46.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.06% | 0.47%-15.5pp | -0.04%-15.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $5,242 | $5,620-6.7% | $4,952+5.9% | $4,741+10.6% |
| Participant deferral / active EE | $4,732 | $6,447-26.6% | $5,638-16.1% | $6,401-26.1% |
| Admin fee / account holder | $758 | $18,094-95.8% | $14,677-94.8% | $11,429-93.4% |