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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 | $94,848 | $167,353-43.3% | $143,797-34.0% | $134,545-29.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.19% | 0.48%-7.7pp | -0.04%-7.1pp | 418.37%-425.6pp |
| Employer contribution / active EE | $4,582 | $5,620-18.5% | $4,952-7.5% | $4,742-3.4% |
| Participant deferral / active EE | $2,840 | $6,447-55.9% | $5,638-49.6% | $6,401-55.6% |
| Admin fee / account holder | $3,854 | $18,096-78.7% | $14,679-73.7% | $11,431-66.3% |