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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 | $32,927 | $167,352-80.3% | $143,788-77.1% | $134,509-75.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.38% | 0.47%-17.9pp | -0.03%-17.3pp | 418.13%-435.5pp |
| Employer contribution / active EE | $5,615 | $5,620-0.1% | $4,952+13.4% | $4,741+18.4% |
| Participant deferral / active EE | $4,529 | $6,447-29.7% | $5,638-19.7% | $6,400-29.2% |
| Admin fee / account holder | $494 | $18,091-97.3% | $14,675-96.6% | $11,427-95.7% |