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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 | $85,980 | $167,362-48.6% | $143,799-40.2% | $134,532-36.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.34% | 0.47%-8.8pp | -0.04%-8.3pp | 418.27%-426.6pp |
| Employer contribution / active EE | $6,071 | $5,620+8.0% | $4,952+22.6% | $4,741+28.0% |
| Participant deferral / active EE | $3,295 | $6,447-48.9% | $5,638-41.6% | $6,401-48.5% |
| Admin fee / account holder | $422 | $18,094-97.7% | $14,677-97.1% | $11,429-96.3% |