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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 | $61,506 | $167,362-63.2% | $143,799-57.2% | $134,532-54.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.32% | 0.47%-19.8pp | -0.04%-19.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,990 | $5,620-64.6% | $4,952-59.8% | $4,741-58.0% |
| Participant deferral / active EE | $7,299 | $6,447+13.2% | $5,638+29.4% | $6,401+14.0% |
| Admin fee / account holder | $772 | $18,094-95.7% | $14,677-94.7% | $11,429-93.2% |