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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 | $93,126 | $167,353-44.4% | $143,797-35.2% | $134,545-30.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.57% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $5,448 | $5,620-3.1% | $4,952+10.0% | $4,742+14.9% |
| Participant deferral / active EE | $3,658 | $6,447-43.3% | $5,638-35.1% | $6,401-42.9% |
| Admin fee / account holder | $386 | $18,096-97.9% | $14,679-97.4% | $11,431-96.6% |