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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 | $56,460 | $167,362-66.3% | $143,799-60.7% | $134,532-58.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.54% | 0.47%-15.0pp | -0.04%-14.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $4,425 | $5,620-21.3% | $4,952-10.6% | $4,741-6.7% |
| Participant deferral / active EE | $4,043 | $6,447-37.3% | $5,638-28.3% | $6,401-36.8% |
| Admin fee / account holder | $851 | $18,094-95.3% | $14,677-94.2% | $11,429-92.6% |