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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 | $82,167 | $167,533-51.0% | $151,645-45.8% | $134,545-38.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.76% | 7.81%-22.6pp | 3.34%-18.1pp | 418.37%-433.1pp |
| Employer contribution / active EE | $6,270 | $6,828-8.2% | $6,165+1.7% | $4,742+32.2% |
| Participant deferral / active EE | $6,157 | $8,985-31.5% | $8,363-26.4% | $6,401-3.8% |
| Admin fee / account holder | $1,738 | $13,781-87.4% | $11,614-85.0% | $11,431-84.8% |