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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 | $86,854 | $167,353-48.1% | $143,797-39.6% | $134,545-35.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.00% | 0.48%-12.5pp | -0.04%-12.0pp | 418.37%-430.4pp |
| Employer contribution / active EE | $3,067 | $5,620-45.4% | $4,952-38.1% | $4,742-35.3% |
| Participant deferral / active EE | $4,493 | $6,447-30.3% | $5,638-20.3% | $6,401-29.8% |
| Admin fee / account holder | $21,449 | $18,096+18.5% | $14,679+46.1% | $11,431+87.6% |