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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 | $86,898 | $167,362-48.1% | $143,799-39.6% | $134,532-35.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.22% | 0.47%-17.7pp | -0.04%-17.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $5,210 | $5,620-7.3% | $4,952+5.2% | $4,741+9.9% |
| Participant deferral / active EE | $4,163 | $6,447-35.4% | $5,638-26.2% | $6,401-35.0% |
| Admin fee / account holder | $1,358 | $18,094-92.5% | $14,677-90.7% | $11,429-88.1% |