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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 | $87,369 | $167,353-47.8% | $143,797-39.2% | $134,545-35.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.27% | 0.48%-15.7pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $8,254 | $5,620+46.9% | $4,952+66.7% | $4,742+74.1% |
| Participant deferral / active EE | $5,904 | $6,447-8.4% | $5,638+4.7% | $6,401-7.8% |
| Admin fee / account holder | $529 | $18,096-97.1% | $14,679-96.4% | $11,431-95.4% |