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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 | $36,758 | $167,323-78.0% | $143,770-74.4% | $134,493-72.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.93% | 0.47%-20.4pp | -0.04%-19.9pp | 418.01%-437.9pp |
| Employer contribution / active EE | $1,324 | $5,619-76.4% | $4,951-73.3% | $4,740-72.1% |
| Participant deferral / active EE | $7,647 | $6,446+18.6% | $5,638+35.6% | $6,400+19.5% |
| Admin fee / account holder | $389 | $18,088-97.9% | $14,673-97.4% | $11,425-96.6% |