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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 | $40,039 | $167,362-76.1% | $143,799-72.2% | $134,532-70.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.47% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $6,273 | $5,620+11.6% | $4,952+26.7% | $4,741+32.3% |
| Participant deferral / active EE | $3,603 | $6,447-44.1% | $5,638-36.1% | $6,401-43.7% |
| Admin fee / account holder | $732 | $18,094-96.0% | $14,677-95.0% | $11,429-93.6% |