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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 | $77,071 | $167,362-53.9% | $143,799-46.4% | $134,532-42.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.54% | 0.47%-7.0pp | -0.04%-6.5pp | 418.27%-424.8pp |
| Employer contribution / active EE | $6,261 | $5,620+11.4% | $4,952+26.4% | $4,741+32.0% |
| Participant deferral / active EE | $3,146 | $6,447-51.2% | $5,638-44.2% | $6,401-50.9% |
| Admin fee / account holder | $37,059 | $18,094+104.8% | $14,677+152.5% | $11,429+224.3% |