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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 | $85,829 | $167,323-48.7% | $143,770-40.3% | $134,493-36.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.19% | 0.47%-19.7pp | -0.04%-19.1pp | 418.01%-437.2pp |
| Employer contribution / active EE | $2,133 | $5,619-62.0% | $4,951-56.9% | $4,740-55.0% |
| Participant deferral / active EE | $5,652 | $6,446-12.3% | $5,638+0.3% | $6,400-11.7% |
| Admin fee / account holder | $881 | $18,088-95.1% | $14,673-94.0% | $11,425-92.3% |