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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 | $77,190 | $167,362-53.9% | $143,799-46.3% | $134,532-42.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.08% | 0.47%-14.6pp | -0.04%-14.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $6,486 | $5,620+15.4% | $4,952+31.0% | $4,741+36.8% |
| Participant deferral / active EE | $6,230 | $6,447-3.4% | $5,638+10.5% | $6,401-2.7% |
| Admin fee / account holder | $1,264 | $18,094-93.0% | $14,677-91.4% | $11,429-88.9% |