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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 | $57,483 | $167,362-65.7% | $143,799-60.0% | $134,532-57.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.70% | 0.47%-14.2pp | -0.04%-13.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $2,475 | $5,620-56.0% | $4,952-50.0% | $4,741-47.8% |
| Participant deferral / active EE | $6,098 | $6,447-5.4% | $5,638+8.1% | $6,401-4.7% |
| Admin fee / account holder | $819 | $18,094-95.5% | $14,677-94.4% | $11,429-92.8% |