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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 | $84,265 | $167,353-49.6% | $143,797-41.4% | $134,545-37.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.23% | 0.48%-15.7pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $2,654 | $5,620-52.8% | $4,952-46.4% | $4,742-44.0% |
| Participant deferral / active EE | $7,043 | $6,447+9.2% | $5,638+24.9% | $6,401+10.0% |
| Admin fee / account holder | $19,751 | $18,096+9.1% | $14,679+34.6% | $11,431+72.8% |