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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 | $104,477 | $147,167-29.0% | $111,392-6.2% | $135,382-22.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.42% | -4.44%0pp | -2.06%-2.4pp | 519.77%-524.2pp |
| Employer contribution / active EE | $6,899 | $5,204+32.6% | $4,328+59.4% | $4,779+44.4% |
| Participant deferral / active EE | $16,755 | $6,565+155.2% | $5,567+201.0% | $5,609+198.7% |
| Admin fee / account holder | $26,543 | $20,270+30.9% | $12,266+116.4% | $10,829+145.1% |