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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 | $79,557 | $167,353-52.5% | $143,797-44.7% | $134,545-40.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.30% | 0.48%-16.8pp | -0.04%-16.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $6,978 | $5,620+24.2% | $4,952+40.9% | $4,742+47.2% |
| Participant deferral / active EE | $7,868 | $6,447+22.0% | $5,638+39.5% | $6,401+22.9% |
| Admin fee / account holder | $2,788 | $18,096-84.6% | $14,679-81.0% | $11,431-75.6% |