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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 | $94,798 | $167,362-43.4% | $143,799-34.1% | $134,532-29.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.81% | 0.47%-17.3pp | -0.04%-16.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $6,119 | $5,620+8.9% | $4,952+23.6% | $4,741+29.1% |
| Participant deferral / active EE | $8,833 | $6,447+37.0% | $5,638+56.7% | $6,401+38.0% |
| Admin fee / account holder | $1,869 | $18,094-89.7% | $14,677-87.3% | $11,429-83.6% |