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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 | $97,580 | $167,353-41.7% | $143,797-32.1% | $134,545-27.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.35% | 0.48%-14.8pp | -0.04%-14.3pp | 418.37%-432.7pp |
| Employer contribution / active EE | $7,675 | $5,620+36.5% | $4,952+55.0% | $4,742+61.9% |
| Participant deferral / active EE | $5,171 | $6,447-19.8% | $5,638-8.3% | $6,401-19.2% |
| Admin fee / account holder | $486 | $18,096-97.3% | $14,679-96.7% | $11,431-95.7% |