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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 | $80,659 | $167,353-51.8% | $143,797-43.9% | $134,545-40.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.17% | 0.48%-10.7pp | -0.04%-10.1pp | 418.37%-428.5pp |
| Employer contribution / active EE | $2,773 | $5,620-50.7% | $4,952-44.0% | $4,742-41.5% |
| Participant deferral / active EE | $7,828 | $6,447+21.4% | $5,638+38.8% | $6,401+22.3% |
| Admin fee / account holder | $2,211 | $18,096-87.8% | $14,679-84.9% | $11,431-80.7% |