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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 | $29,249 | $167,353-82.5% | $143,797-79.7% | $134,545-78.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.87% | 0.48%-19.3pp | -0.04%-18.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $4,418 | $5,620-21.4% | $4,952-10.8% | $4,742-6.8% |
| Participant deferral / active EE | $6,629 | $6,447+2.8% | $5,638+17.6% | $6,401+3.6% |
| Admin fee / account holder | $4,352 | $18,096-76.0% | $14,679-70.4% | $11,431-61.9% |