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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 | $60,332 | $167,353-63.9% | $143,797-58.0% | $134,545-55.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.82% | 0.48%-18.3pp | -0.04%-17.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $4,062 | $5,620-27.7% | $4,952-18.0% | $4,742-14.3% |
| Participant deferral / active EE | $6,248 | $6,447-3.1% | $5,638+10.8% | $6,401-2.4% |
| Admin fee / account holder | $1,547 | $18,096-91.5% | $14,679-89.5% | $11,431-86.5% |