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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 | $57,270 | $167,353-65.8% | $143,797-60.2% | $134,545-57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.46% | 0.48%-6.9pp | -0.04%-6.4pp | 418.37%-424.8pp |
| Employer contribution / active EE | $5,968 | $5,620+6.2% | $4,952+20.5% | $4,742+25.9% |
| Participant deferral / active EE | $6,750 | $6,447+4.7% | $5,638+19.7% | $6,401+5.4% |
| Admin fee / account holder | $677 | $18,096-96.3% | $14,679-95.4% | $11,431-94.1% |