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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 | $58,277 | $167,353-65.2% | $143,797-59.5% | $134,545-56.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.42% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,158 | $5,620-43.8% | $4,952-36.2% | $4,742-33.4% |
| Participant deferral / active EE | $5,033 | $6,447-21.9% | $5,638-10.7% | $6,401-21.4% |
| Admin fee / account holder | $1,334 | $18,096-92.6% | $14,679-90.9% | $11,431-88.3% |