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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 | $93,042 | $167,353-44.4% | $143,797-35.3% | $134,545-30.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.94% | 0.48%-10.4pp | -0.04%-9.9pp | 418.37%-428.3pp |
| Employer contribution / active EE | $8,589 | $5,620+52.8% | $4,952+73.4% | $4,742+81.1% |
| Participant deferral / active EE | $7,900 | $6,447+22.5% | $5,638+40.1% | $6,401+23.4% |
| Admin fee / account holder | $3,850 | $18,096-78.7% | $14,679-73.8% | $11,431-66.3% |