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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 | $75,688 | $167,522-54.8% | $151,639-50.1% | $134,532-43.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.71% | 7.81%-26.5pp | 3.34%-22.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $3,733 | $6,828-45.3% | $6,165-39.4% | $4,741-21.3% |
| Participant deferral / active EE | $13,225 | $8,986+47.2% | $8,363+58.1% | $6,401+106.6% |
| Admin fee / account holder | $1,676 | $13,780-87.8% | $11,613-85.6% | $11,429-85.3% |