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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 | $40,864 | $167,352-75.6% | $143,788-71.6% | $134,509-69.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.11% | 0.47%-18.6pp | -0.03%-18.1pp | 418.13%-436.2pp |
| Employer contribution / active EE | $7,784 | $5,620+38.5% | $4,952+57.2% | $4,741+64.2% |
| Participant deferral / active EE | $3,584 | $6,447-44.4% | $5,638-36.4% | $6,400-44.0% |
| Admin fee / account holder | $1,251 | $18,091-93.1% | $14,675-91.5% | $11,427-89.1% |