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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 | $167,353-48.7% | $143,797-40.3% | $134,545-36.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.19% | 0.48%-19.7pp | -0.04%-19.1pp | 418.37%-437.6pp |
| Employer contribution / active EE | $2,133 | $5,620-62.0% | $4,952-56.9% | $4,742-55.0% |
| Participant deferral / active EE | $5,652 | $6,447-12.3% | $5,638+0.2% | $6,401-11.7% |
| Admin fee / account holder | $881 | $18,096-95.1% | $14,679-94.0% | $11,431-92.3% |