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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 | $82,686 | $167,353-50.6% | $143,797-42.5% | $134,545-38.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.67% | 0.48%-18.2pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,607 | $5,620-71.4% | $4,952-67.6% | $4,742-66.1% |
| Participant deferral / active EE | $8,234 | $6,447+27.7% | $5,638+46.0% | $6,401+28.6% |
| Admin fee / account holder | $473 | $18,096-97.4% | $14,679-96.8% | $11,431-95.9% |