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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 | $81,011 | $167,522-51.6% | $151,639-46.6% | $134,532-39.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.59% | 7.81%-24.4pp | 3.34%-19.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,277 | $6,828-66.6% | $6,165-63.1% | $4,741-52.0% |
| Participant deferral / active EE | $5,416 | $8,986-39.7% | $8,363-35.2% | $6,401-15.4% |
| Admin fee / account holder | $728 | $13,780-94.7% | $11,613-93.7% | $11,429-93.6% |