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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 | $47,868 | $167,353-71.4% | $143,797-66.7% | $134,545-64.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.42% | 0.48%-19.9pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $5,621 | $5,6200% | $4,952+13.5% | $4,742+18.5% |
| Participant deferral / active EE | $6,400 | $6,447-0.7% | $5,638+13.5% | $6,4010% |
| Admin fee / account holder | $1,452 | $18,096-92.0% | $14,679-90.1% | $11,431-87.3% |