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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 | $39,513 | $167,352-76.4% | $143,788-72.5% | $134,509-70.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.97% | 0.47%-15.4pp | -0.03%-14.9pp | 418.13%-433.1pp |
| Employer contribution / active EE | $5,992 | $5,620+6.6% | $4,952+21.0% | $4,741+26.4% |
| Participant deferral / active EE | $4,748 | $6,447-26.4% | $5,638-15.8% | $6,400-25.8% |
| Admin fee / account holder | $639 | $18,091-96.5% | $14,675-95.6% | $11,427-94.4% |