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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 | $72,481 | $167,353-56.7% | $143,797-49.6% | $134,545-46.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.36% | 0.48%-18.8pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $5,752 | $5,620+2.3% | $4,952+16.2% | $4,742+21.3% |
| Participant deferral / active EE | $8,675 | $6,447+34.6% | $5,638+53.9% | $6,401+35.5% |
| Admin fee / account holder | $1,468 | $18,096-91.9% | $14,679-90.0% | $11,431-87.2% |