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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 | $38,397 | $167,362-77.1% | $143,799-73.3% | $134,532-71.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.38% | 0.47%-6.9pp | -0.04%-6.3pp | 418.27%-424.6pp |
| Employer contribution / active EE | $3,949 | $5,620-29.7% | $4,952-20.3% | $4,741-16.7% |
| Participant deferral / active EE | $4,150 | $6,447-35.6% | $5,638-26.4% | $6,401-35.2% |
| Admin fee / account holder | $66,850 | $18,094+269.5% | $14,677+355.5% | $11,429+484.9% |