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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 | $98,846 | $167,362-40.9% | $143,799-31.3% | $134,532-26.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.63% | 0.47%-16.1pp | -0.04%-15.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $7,742 | $5,620+37.7% | $4,952+56.3% | $4,741+63.3% |
| Participant deferral / active EE | $7,506 | $6,447+16.4% | $5,638+33.1% | $6,401+17.3% |
| Admin fee / account holder | $693 | $18,094-96.2% | $14,677-95.3% | $11,429-93.9% |