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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 | $28,271 | $167,353-83.1% | $143,797-80.3% | $134,545-79.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.73% | 0.48%-7.2pp | -0.04%-6.7pp | 418.37%-425.1pp |
| Employer contribution / active EE | $5,988 | $5,620+6.5% | $4,952+20.9% | $4,742+26.3% |
| Participant deferral / active EE | $4,046 | $6,447-37.2% | $5,638-28.2% | $6,401-36.8% |
| Admin fee / account holder | $632 | $18,096-96.5% | $14,679-95.7% | $11,431-94.5% |