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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 | $37,560 | $167,352-77.6% | $143,788-73.9% | $134,509-72.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.94% | 0.47%-18.4pp | -0.03%-17.9pp | 418.13%-436.1pp |
| Employer contribution / active EE | $6,298 | $5,620+12.1% | $4,952+27.2% | $4,741+32.9% |
| Participant deferral / active EE | $7,877 | $6,447+22.2% | $5,638+39.7% | $6,400+23.1% |
| Admin fee / account holder | $5,088 | $18,091-71.9% | $14,675-65.3% | $11,427-55.5% |