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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 | $34,971 | $167,362-79.1% | $143,799-75.7% | $134,532-74.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.86% | 0.47%-11.3pp | -0.04%-10.8pp | 418.27%-429.1pp |
| Employer contribution / active EE | $6,254 | $5,620+11.3% | $4,952+26.3% | $4,741+31.9% |
| Participant deferral / active EE | $6,017 | $6,447-6.7% | $5,638+6.7% | $6,401-6.0% |
| Admin fee / account holder | $751 | $18,094-95.8% | $14,677-94.9% | $11,429-93.4% |