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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 | $56,222 | $167,353-66.4% | $143,797-60.9% | $134,545-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.28% | 0.48%-14.8pp | -0.04%-14.2pp | 418.37%-432.7pp |
| Employer contribution / active EE | $2,519 | $5,620-55.2% | $4,952-49.1% | $4,742-46.9% |
| Participant deferral / active EE | $3,576 | $6,447-44.5% | $5,638-36.6% | $6,401-44.1% |
| Admin fee / account holder | $7,786 | $18,096-57.0% | $14,679-47.0% | $11,431-31.9% |