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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 | $71,498 | $167,362-57.3% | $143,799-50.3% | $134,532-46.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.33% | 0.47%-15.8pp | -0.04%-15.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $6,933 | $5,620+23.3% | $4,952+40.0% | $4,741+46.2% |
| Participant deferral / active EE | $9,406 | $6,447+45.9% | $5,638+66.8% | $6,401+47.0% |
| Admin fee / account holder | $3,666 | $18,094-79.7% | $14,677-75.0% | $11,429-67.9% |