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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 | $73,597 | $167,353-56.0% | $143,797-48.8% | $134,545-45.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.06% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $6,891 | $5,620+22.6% | $4,952+39.1% | $4,742+45.3% |
| Participant deferral / active EE | $6,492 | $6,447+0.7% | $5,638+15.1% | $6,401+1.4% |
| Admin fee / account holder | $2,034 | $18,096-88.8% | $14,679-86.1% | $11,431-82.2% |