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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 | $60,197 | $167,352-64.0% | $143,788-58.1% | $134,509-55.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.96% | 0.47%-17.4pp | -0.03%-16.9pp | 418.13%-435.1pp |
| Employer contribution / active EE | $1,741 | $5,620-69.0% | $4,952-64.8% | $4,741-63.3% |
| Participant deferral / active EE | $2,485 | $6,447-61.5% | $5,638-55.9% | $6,400-61.2% |
| Admin fee / account holder | $383 | $18,091-97.9% | $14,675-97.4% | $11,427-96.6% |