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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 | $71,787 | $167,353-57.1% | $143,797-50.1% | $134,545-46.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.86% | 0.48%-14.3pp | -0.04%-13.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $5,523 | $5,620-1.7% | $4,952+11.5% | $4,742+16.5% |
| Participant deferral / active EE | $6,567 | $6,447+1.9% | $5,638+16.5% | $6,401+2.6% |
| Admin fee / account holder | $378,372 | $18,096+1990.9% | $14,679+2477.6% | $11,431+3210.1% |