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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 | $95,084 | $167,353-43.2% | $143,797-33.9% | $134,545-29.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.05% | 0.48%-9.5pp | -0.04%-9.0pp | 418.37%-427.4pp |
| Employer contribution / active EE | $5,235 | $5,620-6.9% | $4,952+5.7% | $4,742+10.4% |
| Participant deferral / active EE | $11,379 | $6,447+76.5% | $5,638+101.8% | $6,401+77.8% |
| Admin fee / account holder | $12,897 | $18,096-28.7% | $14,679-12.1% | $11,431+12.8% |