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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 | $88,218 | $167,362-47.3% | $143,799-38.7% | $134,532-34.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.77% | 0.47%-13.2pp | -0.04%-12.7pp | 418.27%-431.0pp |
| Employer contribution / active EE | $1,621 | $5,620-71.2% | $4,952-67.3% | $4,741-65.8% |
| Participant deferral / active EE | $8,923 | $6,447+38.4% | $5,638+58.2% | $6,401+39.4% |
| Admin fee / account holder | $2,892 | $18,094-84.0% | $14,677-80.3% | $11,429-74.7% |