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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 | $61,673 | $167,353-63.1% | $143,797-57.1% | $134,545-54.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.60% | 0.48%-18.1pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $3,942 | $5,620-29.9% | $4,952-20.4% | $4,742-16.9% |
| Participant deferral / active EE | $13,691 | $6,447+112.4% | $5,638+142.8% | $6,401+113.9% |
| Admin fee / account holder | $3,366 | $18,096-81.4% | $14,679-77.1% | $11,431-70.6% |