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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 | $32,653 | $167,362-80.5% | $143,799-77.3% | $134,532-75.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.69% | 0.47%-11.2pp | -0.04%-10.6pp | 418.27%-429.0pp |
| Employer contribution / active EE | $7,093 | $5,620+26.2% | $4,952+43.2% | $4,741+49.6% |
| Participant deferral / active EE | $2,929 | $6,447-54.6% | $5,638-48.1% | $6,401-54.2% |
| Admin fee / account holder | $1,827 | $18,094-89.9% | $14,677-87.6% | $11,429-84.0% |