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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 | $54,079 | $167,353-67.7% | $143,797-62.4% | $134,545-59.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.47% | 0.48%-18.0pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $5,277 | $5,620-6.1% | $4,952+6.6% | $4,742+11.3% |
| Participant deferral / active EE | $3,815 | $6,447-40.8% | $5,638-32.3% | $6,401-40.4% |
| Admin fee / account holder | $776 | $18,096-95.7% | $14,679-94.7% | $11,431-93.2% |