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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 | $45,310 | $167,362-72.9% | $143,799-68.5% | $134,532-66.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.77% | 0.47%-17.2pp | -0.04%-16.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $7,140 | $5,620+27.0% | $4,952+44.2% | $4,741+50.6% |
| Participant deferral / active EE | $7,291 | $6,447+13.1% | $5,638+29.3% | $6,401+13.9% |
| Admin fee / account holder | $5,887 | $18,094-67.5% | $14,677-59.9% | $11,429-48.5% |