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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 | $61,888 | $167,362-63.0% | $143,799-57.0% | $134,532-54.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.69% | 0.47%-17.2pp | -0.04%-16.6pp | 418.27%-435.0pp |
| Employer contribution / active EE | $7,452 | $5,620+32.6% | $4,952+50.5% | $4,741+57.2% |
| Participant deferral / active EE | $4,514 | $6,447-30.0% | $5,638-19.9% | $6,401-29.5% |
| Admin fee / account holder | $868 | $18,094-95.2% | $14,677-94.1% | $11,429-92.4% |