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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 | $106,298 | $113,941-6.7% | $94,229+12.8% | $125,389-15.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.61% | 5.29%-6.9pp | 10.68%-12.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $21,195 | $4,727+348.4% | $3,587+490.9% | $4,866+335.6% |
| Participant deferral / active EE | $8,582 | $5,179+65.7% | $4,320+98.6% | $5,352+60.4% |
| Admin fee / account holder | $1,755 | $8,392-79.1% | $6,269-72.0% | $9,541-81.6% |